Welcome > Settings menu > Invoice Processing > Global Settings > Tolerance Settings

Tolerance Settings

These settings control the tolerances that are used to validate extracted values. These settings are independent of both an organization and a profile.

These tolerances can be set against currencies in the Settings > Invoice Processing > Capture Profiles > Currency Settings. Each group has a group code and a set of three tolerances that control the permitted deviations at header level, line item level, and for tax validations. It is possible to add multiple entries for these settings. As a result, the settings are displayed in a table.

Important Any changes made to these settings are applied to new documents only. Documents that are already in-progress use the settings that were in-place when their processing began.

The following column settings are available.

Index

The unique ID that is assigned by the system when a tolerance setting is created.

Header Tolerance

The tolerance value for the invoice header amounts in the invoice currency.

Table Row Tolerance

The tolerance value for each individual line item in the invoice currency.

Tax Tolerance

The tolerance value for comparing the invoice tax amount with the system calculated tax amount, based on the line item tax codes.

No Decimal Places

If selected, currencies assigned to this tolerance group are not allowed decimal places.

This is appropriate for currencies where a single unit of that currency is the smallest currency unit in current use.

For example, if there are no active cent or penny subunits, such as the Japanese Yen or the Hungarian Forint. If a value of 10.400 is extracted and the currency is set to Hungarian Forints (HUF), and HUF has this value selected, then the value is formatted to 10400.

If the value is cleared, the value in the above example is formatted to 10.40. However, if 10.40 is extracted, then the formatting will stay at 10.40.

The following buttons are available at the bottom of the window.

Edit

Opens a selected entry in the table so that you can make changes as needed.

Click to open the Tolerance Settings - Edit window.

Add

Adds an entry to the table.

Click to open the Tolerance Settings - New window.

Copy

Makes a copy of the selected table entry so that you can make a new entry to the table based on the copy.

Click to copy the selected table entry and open the Tolerance Settings - New window.

Delete

Click to remove the selected entry from the table, but after confirmation only.