The Extraction view

Use these settings to define the Extraction service.

To access this view in Admin Center:

  • Navigate to a Services node in the administration tree and click Extraction.
  • If your organization uses buyer entities, expand a buyer node in the administration tree and click Extraction.

Use these settings to define the Extraction service. The settings that appear here can vary, depending on your role and which Services node you selected in the administration tree:

Document types
RESET TO CUSTOMER SETTINGS

Resets the extraction settings of the current buyer, so they match the extraction settings of the parent customer account.

This button only appears on the buyer level, if the current buyer has extraction settings that differ from parent account.

Default document type Specifies which document type to use if no type is selected when the user uploads invoices.
Only use country-specific subtypes and the XML document type

When selected, you can only use country-specific document subtypes, with one exception: you are also optionally allowed to use the XML document type on the customer level.

If you use document subtypes and edit the extraction settings on the buyer level, the document types available are limited to:

  • Document types that match the country of the buyer.

  • The XML document type.

If you select this setting and click SAVE, this setting validates your setup to make sure you are not combining generic document types with country-specific document types. It also warns you if, for example, any buyer organizations do not have a country specified.

DOCUMENT TYPE

Lists the document types that are available for data extraction.

Click the name of a document type in the to display a view that specifies field settings for the document type.

SYSTEM NAME

The internal name of the document type.

Use the SYSTEM NAME to specify the document type when sending invoices via email.

COUNTRY

Specifies the country supported by the document type.

DOCUMENT SUBTYPE

Specifies the document subtype.

BASE TYPE

Specifies the base document type. Most documents types are based on these types:

  • Supplier invoice - Includes document types associated with accounts payable processes, such as general expense invoices, PO invoices and credit notes.

  • Purchase order - Includes document types associated with accounts receivable processes, such as purchase orders.

General
Auto-rotation
  • Off - no auto-rotation is performed (default).
  • Detect 0 or 90 degrees - Corrects invoice images that lie on the right side.
  • Detect 0 or 180 degrees - Corrects invoice images that are upside-down.
  • Detect 0, 90 or 270 degrees - Corrects invoice images that lie on either side, left or right.
  • Detect 0, 90, 180 or 270 degrees - Corrects invoice images that lie on either side or are upside-down.

Auto-rotation is not applied to PDF invoices that contain text layers.

Page separation method Determines how invoices are separated when you submit multiple invoices in a batch.
  • Blank page - Each invoice is preceded by a blank page.
  • Barcode - The first page of each invoice is labeled with a barcode in Code 128 format.

Display supplier numbers during verification Determines whether the supplier number is visible when verifying invoices.
EXTRA SEARCHABLE FIELDS
ADD

Adds a new row that you can use to specify a custom filter field for the document list views in Kofax AP Essentials Office.

This button is only visible when editing the Extraction settings.

FIELD TYPE Specifies the field type of the custom filter field.
DISPLAY NAME Determines the name of the column in the document list view.
Removes the row from the list and the document list views in Kofax AP Essentials Office.