Drawing line-item fields

You can show ReadSoft Online where to find the fields by drawing boxes around the fields on the invoice image.

Sometimes when you verify an invoice with line items, the line-item table has missing fields or poor interpretation. When this happens, you can show ReadSoft Online where to find the fields by drawing boxes around the fields on the invoice image. Usually, you only have to draw boxes around the fields in the first row of the table, and the program can find the rest of the fields automatically.

Tip If a line-item table has very poor interpretation, begin by deleting the entire table. To delete the table, select the first check box in the table to select all of the rows and click .
  1. Click in the line-item view. Note that each button in the line-item view represents a column on the invoice. The first button is automatically selected for you.
  2. Double-click the field value on the invoice that corresponds to the selected button. Alternatively, while holding down the CTRL key (Command key for Mac), you can click and drag the mouse to draw a box around the field value. A box appears around the field and the next field button is automatically selected for you.
  3. Repeat step 2 for each line-item field you want to capture. You can skip fields that do not appear on the invoice. If you make a mistake, simply click the button that corresponds to the field you want to correct, and draw it again.
  4. Click when you are done drawing boxes around the fields on the first row. The line-item table is interpreted immediately, and the results are displayed.

    If any rows are missing from the table, click again, and draw the missing row on the invoice image. The existing rows remain, and the new values are automatically interpreted and inserted in the table at the correct position. You can draw missing rows on any page of the invoice.