Connection String

This is the connection string needed to connect to the Kofax AP Agility configuration database.

Save Database Settings

Saves any changes made to the Kofax AP Agility configuration database settings and updates the Kofax TotalAgility server variables.

Invoice Processing license

Indicates if the Invoice Processing functionality of Kofax AP Agility is licensed. If a license is available, you can add invoices using the Scan activity or process invoices using the Validation activity, the Line Pairing Correction activity, or the PIX Correction activity. You can process invoices as long as they are scanned before the license expires.

When this Invoice Processing license is not available, the following functionality is not supported.

• The Scan activity does not include any organizations, so cannot be used

• Any jobs created using file or email import are suspended without processing

• You cannot create or update an organization

AP Agility Workflow license

Indicates if the AP Agility Workflowfunctionality of Kofax AP Agility is licensed. If a license is available, you can process invoices using the Coding activity, the Approval activity, the Exception activity, the Line Pairing Exception activity, the Comment Request activity, or the Hold activity. You can process invoices as long as they are scanned before the license expires.

When the AP Agility Workflow license is not available, the following functionality is not supported.

• You cannot create or update an organization that includes the AP Agility Workflow

• You cannot start a job in the AP Agility Workflow

Restart Jobs

Click to restart the LICENSEUPDATE event and restart any jobs that may have stopped due to a missing license.

Directory

The name of the Kofax AP Agility logging directory. You can set the logging directory to a local drive location of your choice.

Log level

Choose a log level from one of the following values.

• Error.

  Records error events.

• Warning.

  Records potentially harmful situations.

• Info.

  Records informational messages that highlight the progress of the application at a detailed level. (Default)

• Debug.

  Records fine-grained informational events that are used to troubleshoot and debug the application.

• Trace.

  Records tracing information such as database queries and results for deeper analysis during troubleshooting.

• None.

  Records no log entries at all.

Log files are generated based on the level of logging selected here.

Log files count

The maximum number of log files that can be generated. If you set this to 50, then 50 log files can be created, which can have a collective size of 5MB. If the 50^th log file exceeds the 5MB limit, then the first log file is deleted.

Web client URI

Enter the PIX Web client in Kofax TotalAgility. This variable is dependant on how PIX is installed.

Web server URI

Enter the PIX Web server variable Kofax TotalAgility, by entering information, such as the port and the protocol (HTTP or HTTPS) used.

Save PIX Settings

Saves any changes made to the PIX settings.

Submit status updates

If selected, following status updates are submitted to Invoice Portal. (Default: Cleared)

• Verified. This status is sent to Invoice Portal when a document is sent after manual validation or after the document has automatically bypassed validation.

  This status is supported if only the Invoice Processing functionality is enabled.

• Approved. This status is sent to Invoice Portal when a document is sent after is has passed the approval workflow and has been successfully exported or posted to the target system.

  This status is supported only if the AP Workflow is enabled.

• Rejected. This status is sent to Invoice Portal when a document is rejected during and Invoice Processing activity or an AP Workflow activity.

  This status is supported if only the Invoice Processing functionality is enabled.

Always.

Client Id

This setting is enabled when the Submit status updates setting is selected above.

The client identification number that is needed to connect to Invoice Portal. This field is required before you can create a connection using the Initialize Connection to Invoice Portal window.

Only when Submit status updates is selected.

Client Secret Key

This setting is enabled when the Submit status updates setting is selected above.

The secret key needed to connect to Invoice Portal. This field is required before you can create a connection using the Initialize Connection to Invoice Portal window.

Only when Submit status updates is selected.

Server Public Key

This setting is enabled when the Submit status updates setting is selected above.

The public key needed to connect to Invoice Portal. This field is required before you can create a connection using the Initialize Connection to Invoice Portal window

Only when Submit status updates is selected.

Initialize Connection

This button is enabled when the Submit status updates setting is selected.

Before you can initialize a connection it is necessary to provide values for the Client Id, Client Secret Key, and Server Public Key settings below. Once you have this information, click this button to open the Initialize Connection to Invoice Portal window to initialize an Invoice Portal connection.

Save Invoice Portal Settings

Saves any changes made to the Invoice Portal settings.

Help Base URL

Since the help for Kofax AP Agility is hosted, the default value for the base URL is https://docshield.kofax.com/.

Save Help Settings

Saves the help settings.