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: