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.
You have different setting options depending on whether you use edoc document reader or edoc document reader (Legacy) in your organization.
Configure "Invoice reader (edoc)" in conjunction with edoc document reader (Legacy)
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.
You can also specify that all recognized line item data is transferred to the capture form, even without comparison with the master data. If you also want to automatically transfer the line items that have not been compared with the master data, activate the options for transferring all line item data for the respective invoice category.
These functions are also available to you:
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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.
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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.
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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.
Configure "Invoice reader (edoc)" in conjunction with edoc document reader
In conjunction with edoc document reader, you can specify whether all recognized line item data is transferred to the capture form, even without comparison with the master data.
Further setting options under Invoice Reader (edoc) only apply in conjunction with edoc document reader (Legacy).
You can use the following options in conjunction with edoc document reader:
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Transfer all line item data (invoice without order reference): for invoices without order reference.
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Transfer all line item data (invoice for goods): for invoices with order reference.
If you activate the option to transfer the line item data, all recognized line items of the respective invoice category are transferred to the capture form. If the option is deactivated for an invoice category, only the line item data that has been compared with the master data is transferred to the capture form.
Save your settings.
See also