Working with Document Profiles
When a document is using non-standard titles to describe standard fields, the Document Profile functions enables to additional Keywords to be associated with a fields for documents from that supplier.
For example a Supplier may use the word “Rate” on their invoice to describe the “Unit Price” fields on the line items of their table. Document profiles enable the word “Rate” to be associated with the field “Unit Price”.
To create a document profile for a specific supplier, Click on the Document Profile in the bottom navigation strip.
Selecting Identifiers
To uniquely identify invoices from this supplier a Document Profile Identifier needs to be created.
In the document viewer, mouse over the unique field for this supplier such as ABN or GST to identifier the supplier and left mouse click. Now right mouse click the “Set as Profile Identifier”.
The identifiers are values used and matched against the OCR (Optical Character Recognition) results of each document processed to determine which profile is to be used.
One or multiple identifiers can be set per profile.
Left Mouse Click this and you should see this has now been set up on the right hand side of your page as the Document Profile Identifiers.
Setting keywords for Global or Company Headers
To set additional Keywords for Global or Company headers, mouse other the additional keyword you would like to add and left mouse click. Then right mouse click the “Set as Profile Keyword”.
Now select the Global or Company field to which the new keyword is to be associated.
Profile Document Headers
New fields can be added to extract from a document using a profile. These are added in the same way New Company Headers are created. See “How to Add Company Headers”.