Auto-fix Suggestions (Safe, Suggested, Bulk)
Spend less time correcting documents, more time closing books.
🧠 How Auto-Fix Works
TaxLayer doesn’t just point out problems — it helps fix them. The auto-fix engine looks at your documents, compares them with vendor/client profiles, myDATA rules, and your past approval patterns, then suggests or applies corrections.
There are three levels of autofix:
🟢 Safe Fixes → Automatically corrected (no risk).
💡 Suggested Fixes → High-confidence changes you approve.
📦 Bulk Fixes → Apply corrections across dozens of documents at once.
Every change is logged, reversible, and validated again — so you stay in control.
🟢 Safe Fixes (Auto-Apply)
These are the “no brainer” corrections applied instantly:
Date formats (DD/MM/YYYY ↔ YYYY-MM-DD)
Cleaning up text (extra spaces, wrong capitalisation)
Known defaults (EUR, common tax rates, saved VAT numbers)
OCR misreads (Greek Ο vs zero, Ι vs 1)
Obvious field mappings (invoice number → invoiceNo field)
🔎 Pain point solved: 60–80% of common formatting errors disappear before you even see them.
Where you see them:
Batch overview → “Auto-fix summary”
Document detail → “Auto-applied fixes” section
Controls:
Adjust aggressiveness (Conservative / Standard / Aggressive) in Settings.
Rollback any auto-fix for up to 30 days.
💡 Suggested Fixes (Your Review Needed)
When the system is confident, but not 100%, it asks for your approval.
Examples:
“Issuer VAT missing → use vendor profile VAT [999123456]?”
“Totals don’t add up (€1,234 vs €1,244) → adjust VAT line?”
“Classification missing → apply ‘category 1.1’ based on vendor type?”
Your options:
Approve once (fix this document).
Apply to similar docs (pattern-based).
Multi-select and apply in bulk.
🔎 Pain point solved: Fix clusters of errors in seconds instead of hunting document by document.
📦 Bulk Fixes (Clear Errors in One Sweep)
When patterns appear, TaxLayer groups them and suggests a bulk fix.
Example flow:
Detection → “15 invoices missing VAT classification.”
Suggestion → “Apply Materials 1.1 to all?”
Preview → Shows which documents will change.
Apply → Fixes all in one go + auto re-validation.
Results → Success/failure breakdown per document.
Bulk categories covered:
Vendor-specific patterns (missing VAT, known categories).
Layout issues (same PDF template → same fix).
Compliance fixes (VAT rates, required fields, myDATA codes).
Advanced options:
Confidence thresholds (“apply only if >90% sure”).
Staged rollout (try 5 docs, then the rest).
Bulk rollback (undo the entire operation if needed).
🔎 Pain point solved: Hours of manual corrections reduced to minutes.
🎚 Confidence & Control
Every suggestion has a confidence score:
95–100% → Auto-applied.
80–94% → Suggested for approval.
60–79% → Medium confidence, flagged for careful review.
<60% → Manual only.
Safety nets:
Rollback anytime.
Full before/after logs for audit.
Manual override always available.
🧭 Real Example — Vendor Classification Fix
Scenario: 50 invoices from your office supplier missing classification.
Detection: System flags “Materials 1.1” as likely category.
Confidence: 92% (vendor profile + line items like “pens, paper, supplies”).
Suggestion: “Apply Materials 1.1 to all 50 documents?”
You approve → System applies and revalidates → All 50 green in 30 seconds.
💡 Pro Tips
Start conservative with autofix thresholds → loosen as you build trust.
Focus on high-volume vendors first → biggest payoff.
Always revalidate after bulk operations.
Export logs before major changes for compliance comfort.
Use AI Chat with autofix for “why” + “how to fix” explanations.
👉 With auto-fix, validation goes from “error hunting” to “error clearing.” You stay in control, but the system does the heavy lifting — so month-end closes are faster, cleaner, and less stressful.
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