Smart Invoice

Info

This module is licensed on the number of pages to be processed.

Smart Invoice allows intelligent invoice recognition and invoice fields extraction without using neither fixed zones or preconfigured rules.

The recognition is done by using the Microsoft AI recognition engine and all the fields extracted are elaborated and returned as rules in the Smart Invoice module.

Warning

The Smart Invoice module requires internet connection to contact the Microsoft AI recognition engine.

By default the module doesn’t require any configuration because all fields are always extracted no matter of the configuration. All available fields are automatically extracted and stored in automatic generated variables with the naming convention, for every field, of:

  • IR_FIELDNAME
  • IR_FIELDNAME_CONFIDENCE
  • IR_LINEX_FIELDNAME
  • IR_LINEX_FIELDNAME_CONFIDENCE

Where FIELDNAME is the name of the field or the customized variable name and X if the line item number starting from 0.

When processing multipage documents every variable will be extracted on every page and the variable name will be suffixed with _PY which stands for Page Y where Y is the number of the page, example:

IR_CUSTOMERADDRESS_P1
IR_CUSTOMERADDRESS_P2

The variable name without the _PY will still exists and containing the result on the last page of the document.

The module creates custom variables during processing. Check the Variables list for more details.

The left hand side menu shows the available settings section. Settings are displayed according the selected section.

General

Test document
Browse to or enter a document to use for testing the configured rules.

Info

Browse allows to upload the sample document to the server, this operation stores the document file in the local Scanshare data folder.

Warning

For security and privacy reasons the filename is always referring to the Scanshare data folder and not to a full absolute path. Do not insert absolute paths which will generate instead an error.

Warning

The test consumes the number of pages processed from the current installed license.

Rules

The table shows a list of all configured Smart Invoice Fields.

The view of the table is very easy and intuitive:

• Field
The invoice field name / type for this rule.

• Variable
The variable assigned to the rule which will contain the output result of the recognition.

• Result
The result field populated when testing the rules with the Test button and the Test document.

• Confidence
The recognition confidence, in percentage, for the current extracted field.

• Position
The position, in coordinates on the page, where the current field has been found.

• Id
The id associated with your rule. It is unique and it is the id of your rule inside the DB.

• Status
If the rule is enabled or not, a disabled rule will not be used. The status of a new rule is automatically set to true when a new rule is created. In the rules menu you can easily set this to false by clicking on the indicator. The rule will then be greyed out, the indicator will be gray and set to off and it will be skipped during Smart OCR processing.

By pressing the New button a new Rule can be created. The same dialog is displayed when editing existing Rules from the list.

Rule

Active
Enable or disable the current rule.

Field
Select the field name / type for the current rule. Fields are unique and only this field will be using the configure rules settings. Available field types are:

  • Customer Name
  • Customer Id
  • Purchase Order
  • Invoice Id
  • Invoice Date
  • Due Date
  • Vendor Name
  • Vendor Tax Id
  • Vendor Address
  • Vendor Address Recipient
  • Customer Address
  • Customer Tax Id
  • Customer Address Recipient
  • Billing Address
  • Billing Address Recipient
  • Shipping Address
  • Shipping Address Recipient
  • Payment Term
  • Sub Total
  • Total Tax
  • Invoice Total
  • Amount Due
  • Service Address
  • Service Address Recipient
  • Remittance Address
  • Remittance Address Recipient
  • Service Start Date
  • Service End Date
  • Previous Unpaid Balance
  • Line Item Name
  • Line Item Items
  • Line Item Amount
  • Line Item Description
  • Line Item Quantity
  • Line Item Unit Price
  • Line Item Product Code
  • Line Item Unit
  • Line Item Date
  • Line Item Tax
  • Line Item VAT

Variable
Enter the name of the variable which will contain the recognition result of this rule. If the variable is already existing in the current Workflow an error message will prevent the rule to be saved.

Value
The value of this field, if already extracted, will be saved here.

Redact
If enabled it will automatically redact the matched value with a black, un-removable, box. The redacted text is exactly what matched with the Value expression or with the Regular Expression value group when using Any position.

Highlight
If enabled it will automatically highlight the matched value with a yellow, un-removable, semi transparent box. The highlighted text is exactly what matched with the Value expression or with the Regular Expression value group when using Any position.

Engine

Info

Use the Engine section only when communicated by your reseller with the right data to insert. Wrong configuration in this section may make the Smart Invoice not working.

Service Key
Enter the AI engine Service Key, or click on the Variables button on the right to select a variable which will contain the key.

FormType
Enter the AI engine form type to recognition, or click on the Variables button on the right to select a variable which will contain the type.

FormName
Enter the AI engine form name to recognition, or click on the Variables button on the right to select a variable which will contain the name.

Preview

This section shows the previous of the Test document selected in the General section with all rendered fields to check where they have been extracted.

Info

The fields are rendered only if a Test recognition has been executed.

On the top bar document controls are available:

Info

Image controls apply to the preview only and not to the physical document stored in the repository.

Fit
Fit the document to the current view.

One to One
Enlarge the document to the 100% zoom ratio into the current view.

Zoom In
Zoom In the document into the current view.

Zoom Out
Zoom out the document into the current view.

Rotate Clockwise
Rotate clockwise direction the document by a manner of 45 degrees.

• Rotate Counter Clockwise
Rotate counter clockwise direction the document by a manner of the 45 degrees.

• Page
Displays the current preview page number on the total number of pages of the document.

• Previous page / Next page
Load and display the previous or next page preview of the document.

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