Specifying the field security for field profiles

Note that this information applies to the fields used with invoice profiles (more information). Fields are also used when preparing document specifications (more information).

Change the Security setting only in special situations.

1. Using the Invoice Manager module, adjust all settings for the field profile or value identifier profile except the Security setting to get the best possible results. When you have tested the results using your invoices, continue to the next step.

2. Using the Invoice Manager module, open the invoice profile, make sure it is inactive, and then open the field profile or value identifier profile.

3. Select the Interpretation settings.

4. Change the Security setting to a value you believe will be correct. Save the field or value identifier profile. Save and activate the invoice profile.

5. Test the results using your invoices.

6. Repeat the above steps as needed until you are satisfied with the results.

Related topics

The Field profile dialog: Interpretation settings

The Value identifier profile dialog: Interpretation settings

Field profiles for invoices: Overview

Invoice solutions: Overview