edoc document reader works with a range of master data to enable better recognition. The better the master data is maintained and matches the data on documents, the better the recognition of the attributes.
From the edoc document reader perspective, the master data of a company is located in an external data source that you configure in edoc invoice to establish a connection. For further information on configuring an external data source for a company see the edoc invoice administration guide.
The following parameters are loaded by edoc document reader from the master data and used directly for the recognition of attributes:
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Currencies: Use the include list to specify the possible currencies. All currencies that are not included in the list are ignored.
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OrderPatterns: You can use the list for patterns to specify certain search patterns for the Purchase order numbers entity. All purchase order numbers that do not match the pattern are ignored.
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VatPercentages: Use the include list to specify the tax rates that are valid for the respective company. All other tax rates are ignored.
Tips for an improved recognition rate based on specific master data
You can further increase the recognition rate with the following vendor master data:
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Bank details: Bank details, especially the IBAN, are an important recognition criterion for vendors. It is therefore helpful if the bank details in your system match the bank details on the invoices.
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Vendor name: The name of each vendor in your master data should match the names on the invoices as closely as possible. If a vendor writes out their own name, for example, or uses an abbreviation, the name in the master data should be written in the same way or at least be very similar.
You can improve the recognition rate with the following company master data:
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Company name: If you have several companies, it is helpful if the names of the companies are unique so that invoices can be clearly differentiated by company name.
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Address: Up-to-date address data is an important recognition criterion. If your companies use multi-part place names on their documents, for example, use the same spelling and the full place name in the master data.