How To Edit Data in a Line Item

In a Line Item, it is useful to edit data that is either incorrect or not properly captured.

  • Click into the field with the data you would like to edit.
  • Navigate to the right side of the GUI where the document is displayed.
  • While holding Control, click and drag a box over the correct information.
  • If the wrong data is populated due to an OCR error, then you must manually enter the information.

Still having trouble? This visual might help: