E-Documents
DocBits validates incoming electronic invoices (e-invoices) against the official standards — XRechnung, ZUGFeRD and Factur-X — and routes any problems it finds to the right handler. The E-Documents settings group (under Document Processing) has two pages:
Validation Rules — choose which e-invoice versions and profiles you accept, and set the severity of each validation rule for your organization.
Notification Routing — map validation findings to the AI Workforce agent that should handle them.
Together they let you decide what counts as a problem on an incoming e-invoice and who deals with it.
Enable or disable e-invoice validation
The two E-Documents pages only take effect once e-invoice validation is switched on for the document type. The switch lives on the document type itself, not in the E-Documents menu.
Go to Settings → Document Types → Invoice → Advanced Settings and open the E-Invoice Validation section.
Validate incoming e-invoices — the master switch. When on, every uploaded invoice is checked against the KoSIT XRechnung Schematron rules plus the L0 PDF/A-3 and L4 IBAN/VAT semantic checks, using the severities you set on the Validation Rules page. Invalid invoices are blocked. When off, invoices skip e-invoice validation entirely and the Validation Rules and Notification Routing pages have no effect.
Notify supplier on rejection — appears once validation is enabled. When on, a rejected invoice triggers an email to the supplier listing the missing or incorrect fields so they can reissue it. Who receives and handles each finding is configured on the Notification Routing page.
E-invoice validation is configured per document type. Today it applies to the Invoice document type; enable it on each document type that should be validated.
You can also jump straight here with Global Quick Search: press Cmd + K (Ctrl + K on Windows and Linux) anywhere in DocBits and type e-invoice.
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