Confirming a Currency Conversion

What it is

Verinode's dollar figures, margin, benchmarks, cash flow, everything, are read and displayed in US dollars. Most invoices, renewal notices, and estimates that flow into your Vault already come in that way. Occasionally one doesn't: a vendor bills in Canadian dollars, a supplier invoice arrives in euros, a cross-border job carries a foreign-currency line item. When Verinode reads a document like that, it can flag the original currency it found and propose a converted US-dollar equivalent, shown right on that document's row. Confirming the proposal is a one-click acknowledgment that you've looked at the converted figure and it's good to use.

Verinode doesn't recalculate your books or silently swap a number out from under you. It reads the document, proposes a conversion, and shows you the math behind it, original amount and currency, right next to the converted amount. You confirm it, or you correct the source figures yourself if something looks off.

Where to find it

The conversion badge lives on individual document rows inside your Vault. From the sidebar, open My Data → Vault, at iq.verinode.ai/data. Vault opens to a home grid of tile rows; click into the Uploads tile (or any tile that opens the Vault's card slider) to reach the full document table, one row per parsed document: invoices, renewal notices, certificates, estimates, emails, statements, assignments, payment notices, job exports, carrier scorecards, incident reports, and anything else Verinode has extracted from what you've forwarded or uploaded.

If you land on an old /invoices or /documents link, both redirect straight here, Invoices was folded into the unified Vault table so every document type shows in one place instead of a separate invoices-only list.

Reading the document row

Each row in the Uploads table has these columns, left to right:

• A checkbox, for bulk-selecting rows to remove.
• Source, the vendor, client, or job the document belongs to (a link to that entity's page), with the bucket it's filed under underneath (Vendor, Client, or Job). This is also where the currency badge appears, alongside a Needs review badge when Verinode couldn't confidently assign the document to a vendor, carrier, or job.
• Type, the document type (Invoice, Renewal Notice, Certificate, and so on).
• Amount, the extracted total, formatted with a dollar sign and rounded to the nearest dollar. A muted dash shows when no amount was extracted.
• Processed, the date Verinode parsed the document.
• Signals, a count linking to /signals when the document produced one or more signals; a dash when it produced none.
• Status, Processed, Pending, or Failed, plus a completeness percentage badge when Verinode logged an extraction receipt for the document. Clicking that percentage opens a review panel explaining what Verinode captured and what it couldn't.
• Row actions on the right: an eye icon to view the original document, a pencil icon to edit the extracted fields, and a trash icon to remove the document (this also removes any signals sourced from it).

The Amount column always shows the number with a dollar sign, whether or not the source document was actually billed in dollars. That's just number formatting on the extracted total. Whether the document actually needs a currency conversion is a separate, explicit call-out, the badge described below.

The currency conversion badge

When Verinode has identified that a document's original currency isn't dollars, and has a proposed converted figure ready, a small pill badge appears in the Source cell, next to the entity name:

Before you confirm it:

~CAD 1,284.50   from USD 950.00   Confirm

Read left to right: the tilde marks it as an estimate, then the converted currency code and amount, then in a lighter shade, the original currency code and the extracted total it was converted from, then a bold Confirm control. The whole thing is one clickable pill (blue background, blue border) until you act on it.

After you confirm it, the pill is replaced by a plain confirmed line, no border, no button:

~CAD 1,284.50 confirmed

1. 1Open the Vault (iq.verinode.ai/data) and go into the Uploads table.
2. 2Find the document row showing the conversion badge next to its Source entry.
3. 3Before confirming, use the eye icon on that row to open the original document and check the converted figure against what's actually on the invoice.
4. 4If it looks right, click Confirm on the badge.
5. 5If it doesn't, use the pencil icon instead to open Edit extracted fields and correct the Total amount Verinode read from the document, then save. The conversion badge reflects whatever total is on record, so fixing the source number is the right move when the underlying extraction was wrong.

What confirming does, and doesn't do

Confirming a conversion is an acknowledgment, not an edit. It doesn't touch the document's extracted Total amount, its currency, its period dates, or its reference number, those all still live behind the pencil-icon edit panel. It also doesn't feed a different number into your margin, benchmarks, or cash flow math elsewhere in Verinode: those views always read the same extracted total shown in the Amount column. Confirming simply clears the flag that's asking you to look at the proposed conversion, so it stops drawing your attention on that row.

If you want to change the number itself, whether that's the original amount, a typo in the total, or anything else Verinode extracted, use the pencil icon to open Edit extracted fields rather than the conversion badge. See Forwarding documents for how documents get into the Vault in the first place, and Understanding your margin for how the underlying dollar totals flow into your margin picture.

When you won't see the badge

The conversion badge only shows up on a row when two things are both true for that document: Verinode identified an original currency other than dollars, and it produced a converted estimate for that specific document. Not every foreign-currency document will show it right away, this is a narrower slice of document intelligence than the general extraction pipeline, and it's still expanding to more accounts and more currencies over time. When it isn't showing, that's not a broken row, it just means Verinode hasn't flagged that particular document for conversion yet. The Amount column keeps working normally either way.

Empty Vault table. If the Uploads table has no rows to show (after any search or filter you've applied), Verinode shows an ambient empty state rather than a blank table. With no documents at all, it reads: "Your document intelligence builds as files flow in." As invoices, renewal notices, and other documents flow in from your inbox or uploads, they appear here, and any that carry a foreign currency and a produced conversion will show the badge described above.

Related reading

• Forwarding documents
• Connecting your data
• Understanding your margin