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How to Verify a Statement Parsed Successfully

Steps to verify a statement parsed correctly.

Rich Schaeffer avatar
Written by Rich Schaeffer
Updated over 6 months ago

🟢 Step-by-Step Instructions

1. Locate the Parsing Status

  • Go to the Documents tab.

  • Look for the document in question.

  • Confirm that the status column displays a green Parsing Completed badge.

2. Compare the Totals

  • Check the Expected Total and Net Parsed Total columns.

  • Make sure the two values match exactly.

    • If they do: the document was parsed successfully.

    • If they don’t: the document may be incomplete or require review.

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