Invoice Date

By default, this field is mandatory for all documents.

The system automatically formats the invoice date that is found on the document into the designated the Validation Activity output format. The Validation Activity output format can be set to DD/MM/YYYY, MM/DD/YYYY, or YYYY-MM-DD. You can configure the output format by modifying the Settings > Invoice Processing > Capture Profiles > Date Settings.

How the extracted date is parsed relies on the mapping of the vendor country of origin in the vendor master database. This mapping handles ambiguous dates based on country-specific settings.

For example, an invoice date of 06/02/2007 is found on a document. It is not immediately clear whether this means June 02 or February 06. Checking the vendor country code reveals that the vendor is located in the UK, so the date is February 06, 2007.

If a date is entered manually in the Validation Activity, the necessary formatting is applied immediately. For example, if the format is MM/DD/YYYY and the user enters 28/02/2009, the system automatically formats the date to 02/28/2009.

The system can be configured to invalidate the invoice date in the following circumstances:

  • The date is more than X days in the future.

    The Future Days setting in the Settings > Invoice Processing > Capture Profiles > Field Settings.

  • The date is not in the current month.

  • The Date Only In Current Month setting in the Settings > Invoice Processing > Capture Profiles > Field Settings.

  • The date falls more than X days prior to the current date. X is configurable.

  • The No Day In Past setting in the Settings > Invoice Processing > Capture Profiles > Field Settings.

Note Machine and local user settings play no part in Kofax AP Agility and how it handles dates.

User input for this field is not subject to the above validation checks as long as the date entered meets the required output format.

If the downstream export event involves writing the extracted date to a flat file or a database table, the output format of the date can be set to DDMMYYY, MMDDYYY, or YYYYMMDD with an optional separator.

The system can handle dates expressed in the Gregorian calendar and the Japanese Emperor calendar. The system also supports the Thai Buddhist calendar.