Specify what to display for XML invoices in Verify

You have three options on the XML tab of the ReadSoft Collector job configuration dialog box to decide which image to display in Verify for XML invoices.

• Use PDF image created by ReadSoft Collector: This is the default image created by ReadSoft Collector for the invoice used in Verify.

• Use an email attachment or image file: Use this option to specify which email attachment or image file to use in Verify.

  1. Click Configure. The Configure image to display in Verify dialog box appears.

     The program can either look for files with the same name as the XML file or an image file with the name format you specify here. ReadSoft Collector looks in the same folder where the corresponding XML invoice file is located.

  2. Do the following:

     • Use the same name as the XML file: Select this option to use files with the same name as the XML file.

     • Specify the name format used to find the image file: Select this option to specify the name format along with the file extension to find the image file.

       Use a macro or a combination of macros to find the image by clicking the desired macro(s) in the list and then click Insert Macro.

     You can also add additional static text to the name format in the box.

  3. Select the required file extension for the expected image file type from the Image type list.
  4. Click OK.

  The name can be based on the original file name and/or an identifier, including up to five numbers. Hardcoded strings and * can also be included in the string. An example of what is specified is automatically updated in the dialog box as you make changes.

  Possible scenarios

  Normally, the image file to find probably has the same name or part of the name as the original XML file to which it belongs. Consider the following scenarios for inspiration.

  • If XML files are processed from a file, you would probably use the original filename with a PDF file extension.
  • If the expected image file name starts with the original file name and has some additional miscellaneous text added after an underscore, you could use %ORIGINALFILENAME%_*
  • If the expected image file contains the name of the original XML file followed by an incremental number, you could use %ORIGINALFILENAME%_%IDENTIFIER%
  If Rename all files is used for the input source, %ORIGINALFILENAME% refers to the original name of the XML file before it was renamed, since the file is processed before renaming occurs.

• Use embedded image as image: Use this option to specify which embedded image to use in Verify

  1. Click Configure. The Configure image to display in Verify dialog box appears with the list of all XML formats and their associated XML invoice definitions found in the system.
  2. Click an individual XML invoice profile or definition in the list.
  3. In the right pane, click Enable use of embedded image file in XML invoice (?) to turn on the use of an embedded image for the selected XML invoice profile or definition.
  4. Click the number of the embedded image to display in Verify under Position of the embedded image in the XML file.
  5. Repeat the process if additional XML invoice profiles or definitions need to be adjusted.
  6. Click OK.
  If the embedded file to display in Verify is specified on the XML invoice profile level, all XML invoice definitions that belong to it use the same embedded image by default unless changed specifically for individual invoice definitions.

Select Add embedded images to the XML invoice to include embedded images as additional pages to the invoice in Verify.

Related topics

Specify email input source for Interpret job

Specify which email attachment types are accepted or ignored

Add information to processed invoices using user-defined variables

Configure plugins