General tab - Properties of Amount Group Locator window

Amount Group Locator icon The Amount Group Locator works in partnership with the Invoice Group Locator and the Order Group Locator. The Amount Group Locator contains all of the fields that are related to, or make up, the total amount of an invoice. Not all of these fields need to be present on the document. Instead the system internally determines what fields are present, and all validations are based on the fields that are actually used.

The General tab enables you to configure the amount and percentage formatters, the confidence required for alternatives to be returned and to enable country-specific amount detection with the following groups:

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.

Formatting

This group has the following settings:

Amount formatter

Select an Amount Formatter from the list. The available formatters in this list are configured on the Project Settings - Formatting tab. (Default: Default amount formatter)

Percentage formatter

Select a Percentage Formatter from the list. The available formatters in this list are configured on the Project Settings - Formatting tab. (Default: Use amount formatter)

Results

This group has the following setting:

Min. confidence

Enter a value or use the slider to adjust the minimum confidence value that alternatives must meet to be returned. (Default: 40)

VAT-based Amount Location

This group has the following settings:

Activate VAT-based amount location

Select this setting to enable VAT-based amount location. (Default: Selected)

Select one or more countries from the list. By default, the list of available countries consists only of Germany, the United States, France, Spain, and the United Kingdom. Additional countries can be added by clicking on the Countries button.

Countries

Clicking this button displays the Project Settings - Country Settings tab where you can add more countries and configure your VAT amounts.