› Manage job configuration settings › Enable/disable and configure XML functionality

Enable/disable and configure XML functionality

ReadSoft Collector's XML functionality is turned on by default, but if you have another plugin or solution to handle XML files, it can be turned off. A number of additional settings can also be used to specify how invoices from new suppliers or unsupported standards are handled.

  1. Using the ReadSoft Invoices Manager or Interpret module, open or create the job that you configured to process emailed invoices using ReadSoft Collector.
  2. In the Interpret > Source settings of the dialog box that is displayed, select Data source extension as the invoice source.
  3. Select ReadSoft Collector in the list.
  4. Click Configure.
  5. Select the XML tab.
  6. Select Use intelligent XML functionality on XML files to enable the functionality or deselect it to disable it. If enabled it simply means that ReadSoft Collector's XML logic is used to process XML invoices.
  7. Select Extract ZUGFeRD from PDF-A if you process PDFs (using the PDF/A standard) that include ZUGFeRD XML code. Resulting attachments are processed as XML invoices using the PDF to display the image.
  8. (Optional but not recommended): XML invoices that cannot be identified as belonging to a specific supplier are sent directly to Optimize to create a supplier specific invoice definition for them. This means that they will not show up in Verify. If you want to see these XML invoices in Verify even though the supplier cannot be extracted, select Do not automatically send invoices to Optimize if the supplier name cannot be extracted/identified.

    You will not be able to approve these documents in Verify since the supplier cannot be changed for XML invoices. You must send them to Optimize using the Invoice > Save to Optimize menu in Verify in order to process them further.

    These kinds of invoices normally come from suppliers who are sending XML invoices to the system for the first time. It would be better to not check this option and allow them to go to Optimize where the invoice definition can be defined/saved so that you can process subsequent XML invoices from this supplier either automatically or in Verify depending on how your ReadSoft Invoices job is set up. You can modify your system/processes in other ways to make these invoices visible to you:

    • Regularly check the Manager module for XML invoice definitions with status 99 (or a custom status that has been defined for them) that have invoices in the system.

    • Regularly check Optimize (once a day/week, for example) for XML invoice definitions with status 99 (or custom status.

    • Set up an Inbox in Verify to collect invoices that get stuck in the system.

  9. Click one of the other tabs to adjust other settings or click OK to close the ReadSoft Collector job description dialog box.
  10. Click OK to close the ReadSoft Invoices Interpret job dialog box.

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