When an invoice does not have its line items extracted correctly, even though they are printed properly on the invoice, you can train the system to properly extract these line items for that Vendor’s layout.


Creating new line items

If there are no line items marked, and you want to train the line item extraction:

 

First, remove any existing table extraction from the invoice by clicking on in the far-right corner of the table. If the document has multiple pages, you will need to remove the table from each page.


Next, draw a rectangle around the first line item and select Line Items* from the drop-down list




Mark all the fields for the first line





Click on the Continue Line Items command on any field of the first line item. This will cause the program to detect the remaining line items automatically.




If the result is still unsatisfactory, you can:

 

  1. Correct the position of the first incorrectly detected line item
  2. Specify the fields of this line item
  3. Click on the Continue Line Items command for this line item


If the result is still unsatisfactory, you should manually draw a rectangle enclosing all the line items and then draw horizontal separators to separate the individual line items.