INVOICE OCR REVIEW WORKSHEET
Prepared by the JPG to Excel team | Version 2026-10-01
Free to copy and adapt for your own review workflow.
This worksheet has no measured OCR results. Fill it with your own invoices.

1. SOURCE AND MANUALLY CHECKED REFERENCE
Source filename:
Invoice page number / total pages:
Vendor:
Invoice number (preserve leading zeros):
Issue date (ISO YYYY-MM-DD, after resolving date order):
Due date:
Currency (do not infer it from an ambiguous symbol):
Purchase order:
Expected purchased-item row count:
Reviewer / review date:

2. SUGGESTED EXCEL COLUMNS
For reviewed item rows, copy these tab-separated headings into Excel:
source_file	page	vendor	invoice_id	invoice_date	currency	line_number	description	quantity	unit_price	line_total	printed_tax_label	printed_tax_amount	review_status	exception_note
Keep invoice IDs, GSTIN and HSN/SAC identifiers as text.
Keep header totals in a separate summary so they are not summed per item.
Leave unreadable or absent values blank and flag them; do not invent values.

3. RECONCILE THE PRINTED AMOUNTS
Sum of reviewed item amounts:
Printed subtotal:
Printed discount (sign and treatment):
Printed shipping / service charges:
Printed taxable amount:
Printed tax labels / amounts:
Are unit prices tax-inclusive? Check the source; do not assume.
Printed grand total:
Printed amount paid / withholding / prior balance:
Printed amount due:
Difference between recomputed and printed total:
Explanation for nonzero difference:
Do not sum the grand total multiple times across pages.
A matching grand total does not prove that every row is correct.

4. GST INVOICE REVIEW, IF APPLICABLE
Supplier / recipient GSTIN as printed:
HSN/SAC identifiers as printed:
Taxable values:
CGST / SGST / IGST labels, rates and amounts as printed:
This worksheet does not verify registration or tax compliance.

5. TOOL COMPARISON LOG (USE THE SAME SOURCES FOR EACH TOOL)
Tool / model / version:
Test date and settings:
Invoice ID exact match (yes/no/unreadable):
Currency exact match (yes/no/unreadable):
Grand total exact match (yes/no/unreadable):
Missing purchased-item rows:
Extra or duplicated rows:
Incorrect line-item values:
Recognition time:
Review and correction minutes:
Processing charge:
Estimated review labor cost:
Allocated setup cost:
Accepted after review (yes/no):
Unresolved issues:

Across the test set:
Cost per accepted invoice =
(processing charges + review labor cost + allocated setup cost)
/ number of accepted invoices.
If no invoice is accepted, report "no accepted invoices", not a zero cost.

6. SYNTHETIC DEMO-001 REFERENCE (TEACHING SAMPLE ONLY)
Source: invoice-ocr-demo-001.png | Vendor: Example Stationery
Invoice: DEMO-001 | Issue date: 2026-10-01 | Currency: USD
Line 1: Notebook | Quantity 3 | Unit price 12.50 | Line total 37.50
Line 2: Folder | Quantity 2 | Unit price 8.00 | Line total 16.00
Subtotal 53.50 | Discount 3.50 | Net amount 50.00
Illustrative tax 5.00 (10% of 50.00) | Grand total 55.00
Exactly 2 purchased-item rows. Discount and tax are separate adjustments.
The tax rate is fictional teaching data, not a jurisdiction-specific rule.
These are manually authored reference values, not a converter output.