Field title

Use the Title box in the Field learning dialog to learn the title for the field (on an invoice) being learned. The boxes show:

Top box	The extracted title, as well as a list of predefined titles defined in the field profile. The value in this box is learned when you click OK.
Middle box	The extracted title
Bottom box	The text type of the title

How to use the first two boxes

1. If no title is drawn for the field, draw it on the invoice definition image.

2. If the title is correctly extracted, click OK.

3. If the extracted title contains characters that display as asterisks (*), try using different text types in the bottom box, and try using a filter. When the title is correctly extracted, click OK.

4. If you want to extract a numeric title, for example 25%, draw the title to get the correct position. Type the correct value in the top box, in this case 25%. Click OK.

5. If there is no suitable title on the invoice for a field, and the field is located in a fixed position on this invoice, select No title in the top box. In the Position box, set the position to Fixed.
    

Warning
Be careful when changing the Title of a field that has been set to Title occurrence sets value. This is the default setting of the Debit/Credit field, for example. That is, if the system finds Debit or Credit on the invoice, the invoice is marked as such. If you change the Title of such fields in Invoice Optimize, the system will look for the new value to determine the value to use.

How to use the bottom box

In the bottom box, you can change the text type. The result is shown in the boxes above.

Related topics

Field value

Specifying titles

The wrong field is found because the title is similar to another field's title (on an invoice)