Configure Interpret job to process XML invoices
To run ReadSoft Invoices with ReadSoft Collector, you must configure the Interpret job description to process the files collected by the ReadSoft Collector server module.
- Using the Tungsten ReadSoft Invoices Manager or Interpret module, open or create the job that you configured to process emailed invoices or invoices retrieved from a file folder using ReadSoft Collector.
- In the Data source extension as the invoice source. settings of the dialog box that is displayed, select
- Select ReadSoft Collector in the list.
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Click
Configure.
The Job configuration dialog box appears.
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On the Input tab, select the desired input source from the Input source list. If the list is empty or the required input source is not available, you can create a new one.
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If you receive your XML invoices by email, select or create an IMAP, EWS, or Office365 email input source that accepts invoices in XML format.
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If your XML files are stored in one or more file folders, select or create an input source that retrieves them directly from the folder. Different input sources can be used to process XML files from different file folders.
The Email settings tab of the ReadSoft Collector Job configuration dialog box is not available if XML files are retrieved from a file folder.
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On the XML tab, do the following: These options should not be selected if another solution is used to process XML invoices in the system.
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Select Use intelligent XML functionality on XML files if you want to use ReadSoft Collector's XML processing capabilities.
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You can also specify to show all invoices in Verify by selecting Do not automatically send invoices to Optimize if the supplier name cannot be extracted/identified.
Do not select these options if another solution is used to process XML invoices in the system. -
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Specify what to display for XML invoices in Verify.
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On the Email settings tab, do the following:
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Treat each email attachment as a separate invoice or Treat entire email and all attachments as single invoice (including all attachments).
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Include the body text of an email as an appendix to the invoice.
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Specify which email attachment types are acceptable and which should be ignored.
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Add information to processed invoices with user-defined variables.
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Ignore attachments that are larger than a specified size
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Click Settings to:
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Click
OK.
A ReadSoft Invoices Interpret job that is configured to process email using ReadSoft Collector can handle both image and XML-based invoices that are included as attachments but not in the same email. That is, you can have emails with XML attachments, or you can have emails with image file attachments, but you cannot have both XML and image files in the same email.