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)” for edoc document reader
When used with edoc document reader, you can specify whether all recognized line item data should be transferred to the capture form, even without comparing it to the master data. In addition, you can enable validation of purchase order numbers.
The following options are available under Invoice Reader (edoc) for edoc document reader:
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Transfer all line item data (invoice without order reference): Applies to invoices not linked to a purchase order. If you activate this option, all recognized line items for the invoice category will be transferred to the capture form. If the option is disabled for an invoice category, only the line item data that has been matched with the existing data in the database will be transferred to the capture form.
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Transfer all line item data (invoice for goods): Applies to invoices linked to a purchase order. If you enable this option, all recognized line items for the invoice category will be transferred to the capture form. If the option is disabled for an invoice category, only the line item data that has been matched with the existing data in the database will be transferred to the capture form.
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Verify purchase order number: If you enable this option, recognized purchase order numbers are compared with the existing purchase order numbers in the database. Only if a matching purchase order number is found will the order number be transferred to the capture form, and the invoice will be classified as an invoice with order reference.
Further setting options under Invoice Reader (edoc) only apply in conjunction with edoc document reader (Legacy).
Save your settings.
Configure “Invoice Reader (edoc)” for edoc document reader (Legacy)
Under Invoice Reader (edoc), you can enable validation of purchase order numbers and packing slip numbers against master data, as well as recognition of purchase order lines, for edoc document reader (Legacy).
In addition, you can refine and improve the identification of companies and vendors by using specific search terms, defining alternative company names, entering billing addresses, and creating an exclude list for tax numbers, VAT IDs, or vendor 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.
See also