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Create New Look-up Company Headers 

There are three types of Company Headers, Normal fields, Sticky field and Lookup fields.

Normal fields are used to extract additional information from a document, while Sticky and Lookup fields allow additional information to be added to the document.

To create a new Company field in select Settings and then Header.

Select Header Type: “Sheet Header” to create a company header associated with the information regarding the entire documents or select “Table Header to create a Company Header associated with the Invoice Line item table.

Select the small “+” icon on the right hand side of the screen.

Enter the name of the new Company Header e.g. “Supplier Name”

Select “Fuzzy Lookup” from the drop down in the Data Field Type.

The Data Type is not used in Lookup fields.

Default Order dictates where the field will appear in the order of metadata field. To have the field appear as the first field enter 0 or to appear as the last field enter a large value.

Click the “Upload” button to upload a lookup Comma Separated Values (CSV) file. The CSV file should contain two columns of data. A lookup column value to match in the document and a Lookup Value to populate in to the Header field. The first row of the CSV file should be a header row containing the names of the two columns.

For example the Supplier Name field could be populated by looking up the ABN or GST Number.

Or as a CSV file…

ABN,Supplier_Name

90129006855,Tassie Fine Foods Pty Ltd

88061484820,NARDI PRODUCE pty ltd

15820174858,DEL - RI NATIONAL FOOD GROUP PTY LTD

40010183669,Reward

62159865791,ELAP Cloud 2

Note: the lookup column requires values in all rows, i.e. in the example all companies must have an ABN

Then select the lookup cloumn and the lookup Value columns, before clicking the Tick icon.

To add a Lookup Header into a document see How To Add Company Headers to Documents.