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 services and settings available can vary, depending on your role and which Services node you selected in the administration tree:
|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:
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.
Lists the document types that are available for data extraction.
Use the SYSTEM NAME to specify the document type when sending invoices via email.
Click the name of a document type in the to display a view that specifies field settings for the document type.
Auto-rotation is not applied to PDF invoices that contain text layers.
|Page separation method||Determines
are separated when you submit multiple invoices in a
|Display supplier numbers during verification||Determines whether the supplier number is visible when verifying invoices.|
|EXTRA SEARCHABLE FIELDS|
Adds a new row that you can use to specify a custom filter field for the document list views in ReadSoft Online 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 ReadSoft Online Office.|