Configuring the Interpret job to process XML invoices

In order to interpret XML invoices, you must configure an Interpret job to retrieve them using COLLECTOR.

Note: To be able to do this, COLLECTOR must be installed separately on all computers where any INVOICES modules are installed. The installation program is included on the INVOICES installation CD.

Continue here if you receive your invoices by email (XML and/or image files).

On the Input tab, select or create an input source configuration that retrieves invoices by email (click Help in the dialog for more information).
On the XML tab in the dialog, make sure that Use XML functionality is selected. You can also specify if you want invoices from unknown suppliers or invoices that do not use a supported XML invoice standard to be automatically saved to Optimize.
On the File extension tab, add XML as an accepted extension. If desired, you can also adjust the file extensions to include only those image formats that you normally receive as invoices and ignore those file types that you do not want processed (click Help in the dialog for more information).
Save the job description.

See COLLECTOR help for more information.

Note

An INVOICES Interpret job that is configured to process email using 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.

Continue here if your invoices are received to or stored in a folder (XML files only).

On the Input tab, select or create an input source configuration that retrieves XML invoices from a folder. Note that only XML files are processed in this way. If other file types are found in the folder, they will be ignored.
On the XML tab in the dialog, make sure that Use XML functionality is selected if you want to use COLLECTOR's logic to process XML files. You can also specify if you want invoices from unknown suppliers or invoices that do not use a supported XML invoice standard to be automatically saved to Optimize.

Note: If you use another plug-in or solution to process XML files, Use XML functionality should be deselected.
Save the job description.

See COLLECTOR help for more information.

Tip: Click the Help button in the COLLECTOR job configuration dialogs for more information.