The Add new customer account view

Use this view to specify customer account settings in Admin Center.

To access this dialog in Admin Center: Click ADD in the Customer accounts view.

The Service plan settings are only visible to administrators with the Manage service plans privilege.

Use these settings to add a new customer account.

Profile
Process	Determines the document process of the account. Accounts payable - for processing invoices (general expense, purchase order invoices) and credit notes. Accounts receivable - for processing purchase orders and remittance advices.
Name	The name of the customer account. This can be a legal entity or a person.
Organization number	The organization number of the customer account.
VAT number	The VAT number of the organization. You can increase interpretation rates of VAT registration fields by providing your organization's VAT number here. In many cases, VAT registration numbers for the buyer and the supplier appear in the invoice header, making it difficult to determine which value to capture. By providing your VAT registration number, Kofax AP Essentials can exclude your VAT number from the list of possibilities when searching for the correct VAT number on the invoice.
Phone	The phone number of the customer account.
Fax	The fax number of the customer account.
Street address	The street address of the customer account.
Post code	The postal code or ZIP code of the customer account.
City	The city of the customer account.
State	The state of the customer account.
Country	The country of the customer account.
Notes	Use this space to save additional information about the organization.
EXTERNAL REFERENCE
ID	Use this value to identify the organization in an external system, such as your target system.

Services
Classification	Automatically routes invoices to the correct customer account.
Email input	Lets users send email invoices to the system.
Extraction	Determines how invoice information is interpreted.
Image upload	Allows users to upload images to the system using a secure connection.
Master data	Determines user-interaction with master data when verifying invoices.
Notifications	Informs users of various events via email. For example, an email notification can be sent when Kofax AP Essentials receives a batch or when a batch is rejected.
Process control	Automates various elements of production, such as automatically processing new documents upon arrival.
Purchase order	Enables the sharing of purchase-order information between Kofax AP Essentials and the target system.
Separation	Provides an interface to separate invoices in a batch quickly and easily.
Storage	Provides long-term archiving of invoice images and data.
Target system	Specifies the target system and how invoice information is sent to it.
Validation	Automated functions that help ensure the correctness of the invoice data.
Verification	Determines whether you can use the Verification view to check and correct invoices.
Workflow	Lets users perform accounts-payable and workflow activities.
Service plan
Model	The Live model is for customer accounts in production. The Demo model is for organizations that use Kofax AP Essentials for demonstration purposes. You can process up to 1,000 documents during a one-year period using a demo account. The Trial model is for organizations that want to test Kofax AP Essentials. You can process up to 200 documents during a 60-day period using a trial account. If the parent account is a Live account, you can choose Live, Demo or Trial. If the parent account is a Demo or Trial account, the customer account is also Demo or Trial, and you cannot change it.
Volume	Determines the number of documents you can process during the licensing period.
Period start	Specifies when the usage period begins.
Period end	Specifies when the usage period ends.
Reference	The text that you type here is used as the customer account billing report reference in the billing report.
Description	You can use this settings to save notes about the licensing. For example, if you made special arrangements to extend the length of a demo account, you can type the details here.