Configure Invoice Processing to use custom extraction logic

Now that you have custom fields and locators it is necessary to configure Kofax AP Agility to use that custom extraction logic for Invoice Processing.

You can configure Invoice Processing to use your custom extraction logic by following these steps:

  1. Launch Kofax AP Agility.
  2. Navigate to Settings > Invoice Processing > Capture Profiles > Field Settings for the appropriate organization.

    The Field Settings for the selected capture profile are displayed.

  3. Below the list of fields, click Add.

    The Field Settings window is displayed so that you can add a new field.

  4. From the Field Name list, select your custom field.
  5. Edit the other field settings as required and then click Save.
  6. If not already done, click Activate to turn on this field.
  7. To ensure that the new field is included in your XML export, navigate to Settings > Invoice Processing > Invoice Export Settings > XML Export Settings for the appropriate organization and update the XML output as required.
    1. Navigate to the Header Table tab and click Add.

      The XML Header Mapping window is displayed.

    2. From the Field Name list, select your custom field.
    3. In the XML Tag field, enter an XML tag that is replaced with the value of the custom field on export.
    4. Click Save.

      The newly added field and corresponding XML tag is added to the list of XML Header Mappings.

  8. Optionally, add additional fields to the XML export.

    Kofax AP Agility is now configured to use the custom extraction logic. The next step is to update the Invoice Processing validation form so that it includes your new custom extraction logic.