If you have selected the edoc document reader invoice component under Settings > Server settings in the Interfaces section under Invoice Reader, Invoice Reader (edoc) is available for your client under Settings in the sidebar.
Under Invoice Reader (edoc), you can activate the validation for purchase order numbers and packing slip numbers against the master data as well as the recognition for purchase order lines. In addition, you can refine and improve the recognition of a company and vendor by using specific search terms, defining alternative company names, entering invoice addresses and defining an exclude list for tax numbers, VAT IDs or vendor account numbers.
Under Configuration, activate the options for the validation of purchase order numbers and packing slip numbers and purchase order item recognition.
If you also want to transmit the line item data for invoices that have not been compared with the master data, activate the options for transmitting the line item data for the respective invoice category.
These functions are also available to you:
-
Company recognition | Search words incl. regex: If you have a company that has several different documents, e.g. invoices or procurement requests, you can enter a word or a regular expression according to which, for example, only all invoices are to be filtered out of the documents. Only the invoices will then be imported into edoc invoice.
-
Company identification | Alternative company name: If, for example, a company name has changed or an organization has several subsidiaries with different names, you can use this option to search for these names.
-
Company identification | Billing addresses: For example, if you have a company that has different invoice addresses, you can filter out invoices with the specified address data (street, zip code, city, country).
The exclude lists (exclude list) are used to exclude certain vendors from recognition based on either the tax number, VAT ID or vendor number.
Save your settings.
See also