Settings tab - Properties of Invoice Header Locator window

Invoice Header Locator icon The Invoice Header Locator extracts the most commonly used data from an invoice. Because this locator does not depend on layout, you do not need to classify invoices by supplier and design different extraction schemes for each supplier. This locator method takes results from four other locators. This locator provides numbers, amounts, and dates, and extracts invoice header data, such as the invoice number, order date, total, and tax values.

The Settings tab of the Invoice Header Locator is separated into four separate sets of properties. You can switch the view by selecting one of the following:

The following buttons are available at the bottom of this window:

Button

Description

Close

Closes the window and saves your changes.

Test icon   Test

Tests the locator settings. The results are displayed on the Test Results tab that is displayed automatically when you click this button.

Depending on the locator method, this button may have additional modes if the locator uses other locators as input.

Help icon  Help

Displays the help for the open window.

General Settings icon General Settings

This group has the following settings:

General

Use the following settings to configure the behavior of this locator.

This group has the following setting:

Support multiple invoices

Select this setting if you want to support multiple invoices. This setting can be used if attachments and copies of invoices are common. Since this setting may lower your extraction quality, only use this setting if necessary. (Default: Cleared)

General Settings

This group has the following Formatting settings:

Select formatter for dates

Select a Date Formatter from the list. (Default: DefaultDateFormatter)

Select formatter for amounts

Select an Amount Formatter from the list. (Default: DefaultAmountFormatter)

Formatting

Click this button to configure your formatting methods.

Locators icon Locators

This group enables you to configure several locators that extract the invoice number, order number, date, and amount on an invoice, as well as the minimum confidence required by that locator to return a value.

This group has the following settings:

Invoice number locator

Select this setting and choose the locator subfield that extracts the invoice number from the list. (Default: Selected)

Minimum confidence

Type a value or use the slider to select a confidence value for the invoice number locator. (Default: 50)

Order number locator

Select this setting and choose a locator subfield that extracts the "order number" from the list. (Default: Selected)

Minimum confidence

Type a value or use the slider to select a confidence value for the order number locator. (Default: 50)

Date locator

Select this setting and choose a locator subfield that extracts the date from the list. (Default: Selected)

Minimum confidence

Type a value or use the slider to select a confidence value for the date locator. (Default: 50)

Amount locator

Select this setting and choose a locator subfield that extracts the amount from the list. (Default: Selected)

However, no locator subfield is selected by default.

Minimum confidence

Type a value or use the slider to select a confidence value for the amount locator. (Default: 50)

Currencies icon Currencies

This group enables you to configure various settings related to the currency of a document.

This group has the following settings:

Abbreviation

Type a common currency abbreviation that may be might be mistaken for the incorrect currency type.

Result

Type the value for the corresponding Abbreviation that you want displayed in the output.

Add

Click this button to add an Abbreviation and Result pair to the list of currency abbreviations.

Delete

Click this button to remove the selected currency abbreviation from the list.

Highlighting icon Highlighting

This group enables you to select a Highlight Color for each of the following fields:

  • Order Number

  • Order Date

  • Invoice Number

  • Invoice Date

  • Net Amount

  • Total Amount

  • Tax

Related topics: