The Target system configuration dialog: SFTP settings

Use these settings to configure the SFTP target system.

To access this dialog: Select a Services node in the administration tree-view, select Target system, select SFTP and click Configuration.

The settings that appear here vary depending on the target system, version and current account level. Use these settings to specify settings for the target service:

Output image format Determines the format of the output invoices.
  • TIF - A black and white TIF image.
  • PDF - If the original PDF is color, the output PDF is also color. Original text layers are preserved. If the original PDF does not contain text layers, ReadSoft Online adds text layers from the interpreted data.
  • PDF (black and white) - A black and white PDF. Original text layers are discarded and recreated using ReadSoft Online's own interpretation results, however, text layers are not created if the document exceeds 100 pages.

    Choose this setting for the smallest file size.

    When ReadSoft Online receives XML invoices, it creates invoice images that may contain color; however, the file size is still small.

  • No image - Invoice images are not sent to the target system. Only invoice data is sent.

If you change the output format, the change only applies to invoices that you upload after the change was made. Invoices that are already in the system at the time of the change are not affected.

Consolidate output When enabled, XML data for multiple documents is sent to the target system a single XML file at regular intervals. Normally, ReadSoft Online sends documents to the target system one at a time as soon as they are ready. When output is consolidated, however, documents are kept until the Interval in minutes has passed. Then the XML data for all of the documents that are ready is sent to the target system together in one XML file. If you choose to consolidate output, these settings are available:
  • Interval in minutes - specifies how often documents are sent to the target system.

  • Max number of documents in output - specifies the maximum number documents to include each output file. If the number of documents available for sending exceeds the number you specify here, multiple files are sent until all of the currently available documents have been sent.

    Example

    Assume Interval in minutes is set to 15, Max number of documents in output is set to 20 and there are 100 documents ready to be sent to the target system. When the 15 minute interval is triggered, five XML files (each containing 20 documents) are sent to the target system simultaneously.

When Consolidate output is enabled, you must use ReadSoft Online XML (2.0) as the XML version in the Document output settings below.

You can combine this setting with the Zip files before sending setting to reduce the number of connections to the target system.

Embed image and exported attachments in XML output

Instead of including the invoice image and attachments as separate files, the images are embedded in the XML output as a Base64 string.

This setting is disabled unless the XML version is ReadSoft Online XML (2.0).

Export attachments

Any files that are attached to a document during verification or approval are also included with the output.

This setting is disabled unless the XML version is ReadSoft Online XML (2.0).

Export original email

Includes the original input email in the output. The actual, original email with all of its attachments, which may also contain other invoices, is included in the output.

In ReadSoft Online XML (2.0), the name of the email file is included in the System fields list (XPath: Document/SystemFields/SystemField[Type='emailfilename']/Text)

Test

Checks if the SFTP settings can connect correctly.
SFTP connection
Host name The address of the target server.
TCP/IP port The port used to access the server.
Remote path The folder where you want to save files to on the SFTP server.
User name The login name of an account that has write permissions on the server.
Password The password for User name.
For security purposes, the number of hidden characters do not necessarily match the number of characters in the password.
Subfolder
Use dynamic subfolders Determines whether subfolders are created based on a field value from the document (default: deselected). When selected, the Dynamic subfolder field setting appears, which specifies the XPath of the field that determines the name of the folder.

Example

This is useful if you want to group documents in folders by their supplier names. In this case, you specify the XPath of the supplier field (/Document/Invoice/Supplier/Name) in the Dynamic subfolder field box. Then for every document that is exported, ReadSoft Online will create a subfolder using the value from the supplier field. So all documents from supplier "Abc" are saved in the "Abc" folder, and all documents from supplier "123" are saved in the "123" folder and so on.

Document
Use TXT as output Determines whether the output data is plain text or XML (default: deselected). When selected, the File extension setting appears.
  • txt - Text — Appends output files with the TXT file extension.

  • csv - Comma-separated values — Appends output files with the CSV file extension.

Only the file extension is changed. You must ensure that the file contents are comma-separated when you edit your custom XML transformation.
Encoding The encoding, which is supported by the target system, that you want to use when writing the XML document (UTF8, iso-8859-1, us-ascii, etc.).
If you use an XSL transform to transform invoice data, the encoding of the XSLT file must match the encoding specified here.
Split multi-TIFF Splits multi-TIFF files into separate files. For example, if the invoice image in a multi-TIFF named invoice.tif and it contains three pages, each page is saved as a separate file in the following manner:  invoice_001.tif invoice_002.tif and invoice_003.tif
Use temporary name Determines whether a temporary file name is used while files are transferring to the target-system server.
  • true - files have a "tmp" extension during the transfer. When the transfer is complete, the file name is changed to the correct extension, such as PDF, TIF, XML etc.
  • false - files are transferred to the target system without changing the file extensions.
Zip files before sending Compresses all of the files to be transferred in a ZIP file.
PGP public key

Specifies your PGP public key, which must be in ASC or PUB format. If you specify a public key here, ZIP files are transferred via SFTP using PGP encryption. You must upload your public key to the Resources view to be able to select it here.

To turn off PGP encryption, empty this setting.

This setting is only visible if you select Zip files before sending.

Document output
XML version The XML output version you use for the XSL transformation. ReadSoft Online XML (2.0) is recommended.

XSL Transformation

Specifies the name of the XSLT file you want to use to transform invoice data (optional). The list is populated from files that have been uploaded to the Resources view.

Download sample Prompts you to download an example XML file that you can use as a basis for your transformation.
If you use ReadSoft Online Connect, and you change the target system settings, you must run the Online Connect configuration wizard again before you upload new  invoices.  

If you have network restrictions on IP addresses, ReadSoft Online uses these IP addresses to connect to your SFTP server:

Europe
  • 40.112.91.53
  • 40.112.94.248
  • 40.112.94.169
  • 40.112.92.166
  • 191.235.217.28
  • 191.235.220.16
  • 191.235.220.26
  • 191.235.209.127
US
  • 23.101.181.124
  • 23.101.185.142
  • 23.101.181.66
  • 23.101.185.75
Australia
  • 104.210.88.111
  • 104.210.93.195
  • 104.210.92.223
  • 104.210.88.61

If you use the SFTP server provided by ReadSoft Online, your system needs access to this IP address: 176.34.252.165.