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) as Invoice Reader function in your organization.
Things to know
The respective configuration options are marked in the app with the note Available only for edoc document reader (Legacy) or Available for edoc document reader and for edoc document reader (Legacy).
Configure validation options for edoc document reader (Legacy)
Under Invoice Reader (edoc), you can enable validation of packing slip numbers against master data and recognition of purchase order lines for the edoc document reader (Legacy).
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Check packing slip number: If you enable this option, recognized packing slip numbers are compared with the existing packing slip numbers in the master data. The packing slip number is transferred to the capture form only if a matching packing slip number is found.
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Recognize purchase order lines: If you enable this option, recognized purchase order lines are compared with the existing purchase order lines in the master data. The purchase order line is transferred to the capture form only if a matching purchase order line is found, and the invoice is classified as an invoice with order reference.
Configure validation options for both Invoice Readers
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 for both edoc document reader (Legacy) and edoc document reader:
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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 master data. 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.
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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 master data 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 master data will be transferred to the capture form.
Additional settings are available to refine company and vendor recognition.
Configure company recognition for each Invoice Reader
You can refine and improve company identification by using specific search terms, defining alternative company names, and entering billing addresses.
The following configuration option is available exclusively for edoc document reader:
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Company identification | VAT IDs (standard): In this section, you can specify at least one VAT ID for the company, which is used by default as a unique identifier for automated company recognition.
The following configuration options are available for edoc document reader (Legacy) and for edoc document reader:
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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).
Configure vendor recognition for edoc document reader (Legacy)
You can refine and improve vendor identification by defining an exclusion list for tax numbers, VAT IDs, or vendor numbers.
The exclude lists (exclude list) are used to exclude certain vendors from recognition based on either the tax number, VAT ID or vendor number.
The following configuration options are available for the edoc document reader (Legacy):
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Vendor identification | Exclude list tax number: Enter the tax ID numbers you want to exclude from recognition.
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Vendor identification | Exclude list sales tax ID: Enter the VAT IDs that should be excluded from recognition.
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Vendor identification | Exclude list vendor number: Enter the vendor numbers you want to exclude from recognition.
Save your settings.
See also