Folder & Form - Blank invoice field map
Suggested preparation worksheet | folderandform.com
Guide: https://folderandform.com/resources/invoice-data-extraction-fields

Use a copy. Fill this out privately; do not paste document contents or sensitive
financial details into a website form. This sheet defines extraction, not
accounting treatment, reconciliation, payment approval or tax advice.

PROJECT SCOPE
Collection reference:
Approximate document count and supplier layouts:
Output format and recipient:
Document row unit:
Line-item row unit (if needed):
Source-reference convention linking the two:

FIELD DEFINITION - repeat for each requested field
Output field name:
Meaning:
Document or item level:
Expected type (text, confirmed date, quantity, etc.):
Where it appears in the source:
Capture rule (preserve wording, printed amount, etc.):
Missing / unreadable / not applicable representation:
Check and coverage:
Person who can resolve a question:

DECISIONS TO CONFIRM
[ ] Invoice numbers preserve letters, punctuation and zeros.
[ ] Document date and received date are separate where needed.
[ ] Printed totals and derived checks are labeled separately.
[ ] Currency and quantity units follow the source.
[ ] Credit-note type and sign rules are explicit.
[ ] Document totals will not be summed once per line item.
[ ] Exceptions retain a source reference and review status.
[ ] A representative authorized sample has been reviewed.

Unresolved questions:
Approved field-map revision:
Approval by/date: