{"id":140878,"date":"2026-07-20T07:20:35","date_gmt":"2026-07-20T07:20:35","guid":{"rendered":"https:\/\/docs.daftra.com\/faq\/%d9%87%d9%84-%d8%aa%d9%8f%d8%ad%d9%81%d8%b8-%d8%a7%d9%84%d9%85%d8%b9%d8%a7%d9%85%d9%84%d8%a9-%d8%aa%d9%84%d9%82%d8%a7%d8%a6%d9%8a%d9%8b%d8%a7-%d8%a8%d8%b9%d8%af-%d8%a7%d9%84%d9%85%d8%b9%d8%a7%d9%84\/"},"modified":"2026-07-22T13:37:51","modified_gmt":"2026-07-22T13:37:51","slug":"is-the-transaction-saved-automatically-after-processing","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/","title":{"rendered":"Is the transaction saved automatically after processing?"},"content":{"rendered":"<p dir=\"auto\">No, the transaction is not saved automatically. The system includes a review step to ensure the accuracy of the transaction data.<\/p>\n<ul>\n<li data-section-id=\"b0sacb\" data-start=\"521\" data-end=\"720\">After processing is complete, the system displays a pre-filled<strong data-start=\"586\" data-end=\"606\">\u00a0form<\/strong> containing the extracted data, including items, quantities, prices, taxes, and the client or supplier.<\/li>\n<li data-section-id=\"1j3e1af\" data-start=\"721\" data-end=\"832\"><strong>Review the form<\/strong> to verify the accuracy of the extracted data and correct any unmatched records, if necessary.<\/li>\n<li data-section-id=\"1p8guw8\" data-start=\"833\" data-end=\"935\"><strong>Complete any fields<\/strong> that are not processed by AI, such as Loyalty Points or Payment Details.<\/li>\n<li data-section-id=\"mdkz12\" data-start=\"936\" data-end=\"1055\">Click <strong data-start=\"950\" data-end=\"958\">Save<\/strong> to complete the transaction \u2014 just as you would when creating any form manually.<\/li>\n<\/ul>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"auto\"><strong data-start=\"1059\" data-end=\"1068\">Note:<\/strong> AIC are deducted when document processing is completed, <strong data-start=\"1125\" data-end=\"1135\">before<\/strong> you save the transaction. This means that document processing counts toward your AIC consumption even if you decide not to save the transaction.<\/p>\n","protected":false},"author":17,"template":"","categories":[2155,2151,2195,2189,2154,2196,8087,2153],"tags":[8677,10417,10433,10415,8693,10422,10418,10425,10421,10420,10424,10423],"class_list":["post-140878","faq","type-faq","status-publish","hentry","category-sales-invoice","category-invoices-operations","category-purchase-quotations","category-purchase-orders","category-estimates","category-purchase-invoices","category-sales-order","category-refund-receipts-credit-notes","tag-ai-en","tag-ai-document-processing","tag-ai-transaction","tag-aic","tag-artificial-intelligence","tag-data-extraction","tag-file-upload","tag-manual-review","tag-product-matching","tag-supplier-matching","tag-transaction-form","tag-transaction-processing"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Is the transaction saved automatically after processing? - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Is the transaction saved automatically after processing? - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"No, the transaction is not saved automatically. The system includes a review step to ensure the accuracy of the transaction data. After processing is complete, the system displays a pre-filled\u00a0form containing the extracted data, including items, quantities, prices, taxes, and the client or supplier. Review the form to verify the accuracy of the extracted data [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-22T13:37:51+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/\",\"name\":\"Is the transaction saved automatically after processing? - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"datePublished\":\"2026-07-20T07:20:35+00:00\",\"dateModified\":\"2026-07-22T13:37:51+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Is the transaction saved automatically after processing?\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Is the transaction saved automatically after processing? - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/","og_locale":"en_US","og_type":"article","og_title":"Is the transaction saved automatically after processing? - Daftra Knowledge Base","og_description":"No, the transaction is not saved automatically. The system includes a review step to ensure the accuracy of the transaction data. After processing is complete, the system displays a pre-filled\u00a0form containing the extracted data, including items, quantities, prices, taxes, and the client or supplier. Review the form to verify the accuracy of the extracted data [&hellip;]","og_url":"https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2026-07-22T13:37:51+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/#webpage","url":"https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/","name":"Is the transaction saved automatically after processing? - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"datePublished":"2026-07-20T07:20:35+00:00","dateModified":"2026-07-22T13:37:51+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/faq\/is-the-transaction-saved-automatically-after-processing\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Is the transaction saved automatically after processing?"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/140878","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/faq"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/17"}],"version-history":[{"count":4,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/140878\/revisions"}],"predecessor-version":[{"id":140901,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/faq\/140878\/revisions\/140901"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=140878"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=140878"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=140878"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}