Use predefined custom fields
There are many ways that you can use the predefined custom fields.
For example, you can use a predefined custom field to process the UK bank sort code. The sort code is a 6-digit number with hyphens between the digit groups in the following format: 55-61-16.
You can use a predefined custom field to extract and process a sort code for a UK bank by following these steps:
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Navigate to the
Settings > Invoice Processing > Global Settings > Custom Extraction Profiles > Analysis Profiles settings.
A list of existing analysis profiles is displayed.
-
Click
Add to add a new analysis profile.
- From the Analysis Profile ID list, select New.
- Choose a Compare Type.
-
Set a
Format that matches the expected format.
Using the sort code example, use ##-##-## as the format.
- Optionally, enter any characters that can be ignored.
- Click Save.
The analysis profile is added to the list.
- Optionally, if other formats appear for the sort code, add another format for the same Analysis Profile ID.
-
Click on the
Evaluation Profiles tab and click
Add to create a new evaluation profile.
- From the Evaluation Profile ID list, select New.
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For the
Context field, enter a value that matches your expected value.
Using the sort code example, enter Sort Code.
-
Enter any
Ignore Characters.
Using the sort code example, enter -.
- Click Save.
The evaluation profile is added to the list.
- Optionally, add other context words for the same Evaluation Profile ID if needed.
-
Click on the
Extraction Profiles tab and then click
Add to add a new extraction profile.
- Enter a Description.
- From the Analysis Profile ID list, select the ID for your recently added analysis profile.
- From the Evaluation Profile ID list, select the ID for your recently added evaluation profile.
- Optionally, to enable regions and restrict the search to the first page, select Use Regions and Use First Page.
- Optionally, configure the other settings as needed.
- Click Save.
The extraction profile is added to the list.
-
Navigate to the
Settings > Invoice Processing > Capture Profiles > Field Settings.
A list of all fields for the selected capture profile is displayed.
-
In the list of fields, select
Custom1 and then click
Activate.
The Custom1 field is activated for this capture profile.
-
Select
Custom1 and then click
Edit.
- In the Field Settings window, select your newly created Extraction Profile from the list.
- Click Save.
The Custom1 field is saved.
What next?