Document Type 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.

By default, most of the settings on the Document Type tab are disabled. This tab has the following settings:

Enable

By default, this is the only enabled setting on this tab. Selecting this setting enables the other fields so that you can add keywords to help identify the correct document class. (Default: Cleared)

Keywords

This group is disabled unless the previous Enable setting is selected. This group has the following settings:

Invoice

Type or edit the keyword present on documents that identify them as invoices. (Default: Invoice)

Credit

Type or edit the keyword present on documents that identify them as credit notes. (Default: Credit)

Unknown

Type or edit the keyword present on documents that identify them as neither invoices nor credit notes. (Default: ~)

Min. confidence

Type a value or use the slider to adjust the minimum confidence needed for an alternative to be returned. (Default: 50)

You can manage your keywords using the following buttons:

Add icon Add

Adds an editable keyword to the table that you can update as required.

Delete icon Delete

Removes the selected keyword.

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.