How to check whether invoice amounts agree
An amount-consistency check tests whether the displayed components support the stated total. It helps locate arithmetic or transcription differences without guessing which value should replace another.
Start with the right material.
- What you provide
- a small readable invoice with quantity, price, tax and total.
- The intended result
- Recalculate displayed arithmetic using approved page code and flag discrepancies.
How the workflow works.
Use the invoice's quantities, rates, discounts and taxes under an explicit calculation rule. Preserve currency and rounding assumptions, then show both the expected amount and the displayed amount.
What to check in the result.
Investigate differences against the original document. An unexplained gap is an exception to resolve; it does not by itself establish fraud or tell you which component is wrong.
Import the CSV with a consistent delimiter and inspect text identifiers, dates and amounts before using spreadsheet totals. Keep the original file available while checking any automatic type conversion.
Learn from the worked example.
The downloadable CSV example uses these columns: Check, Expected amount, Stated amount, Difference, Status. Compare a complete record with the source before sorting, combining or importing your own output.
The supplied example is illustrative. It is not a recorded run on your data.
Download the example ↓Use it with your own material.
- Open the source you want to work with and activate WebAct on that tab.
- Copy the task from the hero, add any required fields or preferences, and review the proposed actions.
- Compare the first result with your source. Ask for a specific correction or refinement where needed.