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  • Help for Kofax ReadSoft Invoices
  • Welcome to Help
  • Specify the user-interface language
  • Kofax ReadSoft Invoices overview
    • The Manager module: An overview
    • The Scan module: An overview
    • The Interpret module: An overview
    • The Verify module: An overview
    • The Transfer module: An overview
    • The Optimize module: An overview
    • System requirements and installation
    • Invoice images in the Kofax ReadSoft Invoices system: Overview
    • About Kofax ReadSoft Invoices
    • The Create new object dialog or Open object dialog
    • Getting around in Kofax ReadSoft Invoices
      • How to get online help
      • The Manager Interface
        • Module windows
        • Adjust the display
  • Prepare invoice profiles and associated objects for production
    • Invoice profiles and invoice definitions
      • What is an invoice profile?
      • What is an invoice definition?
      • Work with invoice profiles
      • Create an invoice profile
      • Open, close, save, and delete invoice profiles
      • Copy invoice profiles
      • Check the invoice profile for errors
      • Change the invoice profile settings
      • Change an invoice profile that is used in production
      • Field profile settings that are saved in invoice definitions
      • Adjust the year on invoices for countries that use alternate calendars
      • How changed invoice profile settings are used
      • Activate an invoice profile
      • Deactivate an invoice profile
      • What are learning invoices?
      • Turn off the interpretation of line item tables
      • Settings for invoice profiles
        • The Invoice profile dialog: General settings
        • The Invoice profile dialog: Identification settings
        • The Invoice profile dialog: Currency settings
        • The Invoice profile dialog: Supplier settings
        • The Invoice profile dialog: Learning invoices settings
        • The Invoice profile dialog: Character set settings
        • The Invoice profile dialog: Events settings
    • Identifier profiles: Overview
      • Add an identifier profile
      • Edit an identifier profile
      • View an identifier profile
      • Delete an identifier profile
      • Use a value identifier to identify the layout of an invoice: Overview
      • Settings for identifier profiles
        • The Image identifier dialog: General settings
        • The Value identifier profile dialog: General settings
        • The Value identifier profile dialog: Placement settings
        • The Value identifier profile dialog: Interpretation settings
    • Field profiles: Overview
      • Field profiles, field definitions, and field types
      • Work with field profiles
      • Add a single item field profile to an invoice profile
      • Add a barcode field profile
      • Barcodes supported by Kofax ReadSoft Invoices
      • Examples of the supported barcode types
      • Extract field values from QR codes (2D barcodes)
      • Define a field where title occurrence sets value
      • Edit or view a field profile
      • Copy identifier profiles to field profiles
      • Multiple tax rate handling
      • Adding a table field profile
      • The Debit/Credit field
      • The Debit/Credit field for XML invoices
      • The Currency field
      • The Currency field in older invoice profiles
      • Capture German bank account numbers
      • Deactivate a field profile
      • Delete a field profile
      • Table field profiles
        • Line item fields: Overview
        • Tax tables: Overview
        • Bank account fields: Overview
        • Work with line item fields
        • Line item field Validation
        • Turn off line item validation
      • Choose the field format type
        • Choose the field format type: Regular, date, or amount
        • Specification of Amount fields
        • Specification of date fields
        • Examples of date field format specifications
        • Special purpose fields
      • Settings for field profiles
        • Specify currency notation for amount fields
        • Specify the page a field is on
        • Sort by field value
        • Specify the field position
        • Specify field handling in Verify
        • Specify titles
        • How to use a title file
        • Translate field values using a table
        • Specify the field security for field profiles
        • Security setting
        • Specify the field format
          • Specify the field format
          • Format specification for fields and identifiers
          • Exclude certain characters
          • Separator characters in date fields
        • Settings for line item field profiles
          • The Line item field profile dialog
          • The Field profile dialog: General settings
          • The Field profile dialog: Interpretation settings
        • Settings for single item field profiles
          • The Single item field profile dialog
          • Specify the language for a date field
          • The Field profile dialog: Titles settings
          • The Field profile dialog: Placement settings
          • The Field profile dialog: Options settings
          • The Field profile dialog: Activation settings
          • The Field profile dialog: Treatment settings
          • The Field profile dialog: Validation settings
          • The Field profile dialog: Table validation settings
          • The Field profile dialog: Events settings
          • Validate field values
      • Validate field data
        • Validate field values
        • Expressions for field validation
        • Expressions: Type 1
        • Expressions: Type 2
        • Checksum
        • Specify a validation table
        • Use tables to validate field values
        • Active validation
        • Validate field values using a connection table: Overview
        • Validate field values using a connection table
      • Field exceptions: Overview
        • Create a field rule
        • Create a field specification
        • Field exceptions: Examples
    • Scanner descriptions: Overview
      • Create a scanner description
      • Scanner settings and filtering operations
      • Select a scanner
      • Use Kofax VRS for scanners that are not certified
      • Settings for scanner descriptions
        • Scanner settings: Light and contrast
        • Scanner settings: DPI (resolution)
        • Scanner settings: Paper size and orientation
        • Scanner settings: Color and grayscale scanning
        • Scanner settings: Rotation
        • Scanner settings: Two-sided invoice definitions
        • Scanner settings: Document feed
        • Advanced scanner settings: Kofax settings
        • Advanced scanner settings: ISIS settings
        • Fujitsu (IPC) scanner settings when used with Kofax
        • Fujitsu (IPC) scanner settings when used with ISIS
        • Kodak (ATP) scanner settings when used with Kofax
        • Kodak (ATP) scanner settings when used with ISIS
        • Böwe Bell + Howell (ACE) scanner settings
        • Preset functions for scanners with IPC-3
        • Ricoh 420/430 and Böwe Bell + Howell 4000/5000 (IPU) scanner settings when used with ISIS
    • Transaction descriptions
      • Output data: Overview
      • Transaction descriptions: Overview
      • Types of transaction descriptions
        • Similarities and differences among the three types of transaction descriptions
        • Standard transaction descriptions
        • Archive transaction descriptions
          • Specify archive transaction and transfer file names
        • Create start and stop transaction descriptions
      • Work with transaction descriptions
        • Create a new standard transaction description
        • Open transaction descriptions
        • Edit a transaction description
        • Save transaction descriptions
        • Delete and print transaction descriptions
        • Default standard transaction description
        • Create an archive transaction description for writing output to a second transfer file
        • Use a common layout for your transaction descriptions
      • Individual transaction fields
        • Specify the format of the output data
        • Components of transaction fields
        • Specify a field separator
        • Insert headers and other text into a transaction description
        • Insert and edit fields from invoices in a transaction description
        • Insert line item fields into a transaction description
        • Insert a tax table or bank account table into a transaction description
        • Insert numerical fields into a transaction description
        • Include batch data in transactions
        • Insert user-defined batch variables into transactions
        • Fields commonly included in start and stop transactions
        • Select a transaction field
        • System variables
          • Insert system variables into a transaction description
          • Format date and time variables in a transaction description
          • #LineItems – The system variable
          • #Appendices – The system variable
          • #NoOfAppx and #NoOfAppxFB
          • #NoOfInvPages and #NoOfInvPagesFB
          • #NoOfPages and #NoOfPagesFB
          • #Pages – The system variable
          • Batch variables
          • Batch variables for imported images
          • Records – The system variable
          • How to create the "¤" symbol
    • Job descriptions
      • Manage job descriptions
        • Manage production through job descriptions
        • Work with job descriptions
        • Create a job description
        • Open and edit a job description
        • Save job descriptions
        • Delete job descriptions
        • Customize job descriptions
        • Create custom shortcuts
      • General settings for job descriptions
        • Select invoices to process
        • The Job description dialog: General settings
        • The Job description dialog: Buyer settings for Interpret
      • The Scan job description
        • The Scan module: An overview
        • Scan job description settings
        • The Job description dialog: General settings for Scan jobs
        • The Job description dialog: Pages settings
        • The Job description dialog: Endorser settings
        • The Job description dialog: Batching settings
        • The Job description dialog: Events settings
        • Appendices in Scan job descriptions
        • Endorser overview
          • Set endorser counter values in a Scan job description
          • Endorsers: Using a database counter
          • Auto endorse
          • Prefix string
          • Panasonic 905C: Controlling the position of the endorser string
          • Placeholders in auto-endorse prefix strings: Kodak scanners
          • Placeholders in auto-endorse prefix strings: Kodak 3520 and 4500
          • Placeholders in auto-endorse prefix strings: Panasonic and Kodak scanners
          • Placeholders in auto-endorse prefix strings: Böwe Bell + Howell scanners
          • Placeholders in auto-endorse prefix strings: Fujitsu scanners
          • Placeholders in auto-endorse prefix strings: Canon scanners
          • Troubleshoot endorsers
      • The Interpret job description
        • The Interpret module: An overview
        • Interpret job description settings
        • The Job description dialog: General settings for Interpret jobs
        • The Job description dialog: Source settings
        • The Job description dialog: Select settings
        • The Job description dialog: Queues settings
        • The Job description dialog: Sort settings
        • Interpret and learn invoices
        • Wait mode
        • Create a job description to reinterpret imported image files
        • Source settings
          • Invoice sources
          • Interpret image files
          • Select a data source extension as the Interpret source
          • Supported image file formats (import)
          • Multi-image options
          • Interpret images from sub-folders
          • The Configure image file source and destinations dialog
          • Log information about interpreted image files
      • The Verify job description
        • Verify invoices: An overview
        • Verify job description settings
        • The Job description dialog: General settings for Verify jobs
        • Choose which statuses to verify
        • The Job description dialog: Status settings for Verify jobs
        • The Job description dialog: Control settings
        • The Job description dialog: Verify order settings
        • Adjust the field order for Verify
        • Reinterpret fields and invoices
      • The Transfer job description
        • The Transfer module: An overview
        • Transfer job description settings
        • The Job description dialog: General settings for Transfer jobs
        • Choose which statuses to transfer
        • The Job description dialog: Status settings for Transfer jobs
        • The Job description dialog: Output settings
        • The Job description dialog: Output format settings
        • Configure a job to use XML output
        • The Job description dialog: Image settings
        • Supported image file formats (export)
        • Specify what happens to reference files during transfer
        • The Job description dialog: References settings
        • The Job description dialog: Advanced settings
        • Delete transferred invoices
        • Specify start and stop transactions in the Transfer job
        • Specify an archive transaction description in the Transfer job
        • Set the record size
        • Keep status
        • Move image files after transfer
        • XML output: Overview
    • Inbox: Overview
      • Create or edit an inbox
      • Edit roles and users for the inbox view
      • Adjust the field order for Verify
      • Define what columns to display in the invoice list
      • Make inbox folders read-only for unauthorized users
    • Tables
      • Work with tables: Overview
      • Create or edit a table
      • Create a connection table
      • Open, save, print, and delete tables
      • Specifications for tables to be imported to Kofax ReadSoft Invoices
      • Specifications for external files and tables for field validation
      • Translate field values using a table: Overview
    • Batches: Overview
      • Process batches
      • Process batches of imported images
      • Set up batches
      • Specify batch settings in a Scan job description
      • Route batches to workstations
      • Set up batch data and batch reports
        • How batch data is used
        • #BatchPrefix
        • Example: Using the batch prefix variable
        • Create a batch report layout file
        • Copy a batch report layout file
        • Print and delete batch report layout files
        • Link a batch report layout file
        • Print batch reports
        • Change the layout of a batch report
        • Change the format of
        • Define your own batch variables
        • Rules for user-defined batch variables
        • Limitations on batch report layouts
        • Include batch data in transactions
      • Use batches for imported images
        • Batches of imported images: Overview
        • Set up batches of imported images
    • Queues: Overview
      • Set up queues
      • Define a queue
      • Use queues
      • Using queues: Example
      • Manage queues using an event handler
    • Invoice pages
      • Two-sided invoices: Overview
      • Multi-page invoices: Overview
      • Invoices with appendices: Overview
    • Testing your setup
      • Test an invoice profile
      • Test your setup using image files
      • Test transaction descriptions
    • Fine tuning
      • Use keyword detection
  • Production
    • Job control
    • Process batches: Overview
    • Common keyboard shortcuts
    • Hide the display of job descriptions in production modules where they do not apply
    • Understand invoice and field status
      • Invoice status
      • Field status
    • Automatically identify duplicate invoices during processing
    • Connect individual fields to a specific database table
    • Scan invoices
      • The Operator control dialog
      • Job control
      • Document feeder is empty
      • Scan invoices
      • The Operator control dialog
      • Document feeder is empty
      • Paper jam
      • View, print, and delete pages during scanning
      • ScanAhead
      • Troubleshoot while scanning
      • Scanning batches of invoices
        • Scan batches
        • Divide invoices into batches
        • How Scan counts pages in a batch
        • Scan batches using a fast scanner
        • Change batch variables during scanning
        • Archive paper invoices
    • Interpret invoices
      • The Interpret module: An overview
      • Job control
      • Run an Interpret job
      • Interpret batches
      • Select batches manually
      • Interpret new invoices
      • How Interpret processes appendices and multi-page invoices
      • Recommendations for interpreting Asian invoices
    • Verify invoices
      • The Verify module: An overview
      • Verify invoices: An overview
      • Verify operator's keys
      • Park an invoice
      • Send feedback on emailed invoices directly from Verify
      • Restrict the ability to delete invoices in Verify
      • Restrict the relearning of invoice definitions in Verify
      • Automatically approve invoices with Complete status
      • Block emails from senders while verifying invoices
      • Start and stop a Verify job
        • Job control
      • Select invoices to verify
        • Skip an invoice
        • Previous
        • View processed invoice information during verification
      • Verify an invoice
        • Verify invoices
        • The Verifying dialog
        • The Invoice information dialog
        • Configure the supplier information columns that are visible in Verify
        • Automatically change invoice identifiers in Verify
        • Reinterpret fields and invoices
        • Change the supplier
          • Adjust the supplier, supplier number, and description
          • New and one-time suppliers
          • Handle unidentified invoices manually
          • Create a variant
        • Special handling of an invoice
          • Work with currency in Verify
          • Adjust currency handling
          • Mark an invoice as credit
          • Reject an invoice
          • Reroute an invoice
          • Save to Optimize
          • Add remarks to invoice data
          • Delete invoices in Verify
          • Print an invoice in Verify
      • Verify field values
        • Verify single item fields
        • The Line item learning dialog
      • Verify line item values
        • Verify line item fields
        • The Line items dialog
        • Delete line item rows in Verify
        • Add line item rows in Verify
      • Verify invoices with appendices
        • Verify invoices with appendices
        • Verify a field on an appendix page
        • Change appendix pages to invoice pages
      • Verifying batches
        • Select batches manually
      • Correct document separation
        • Document separation: Overview
        • Send pages for re-separation
        • Correct document separation
      • Change the display appearance
        • Zoom view
        • Color-coded fields in Verify
        • Adjust how invoice images are displayed
          • Adjust the display
          • The Image display dialog
          • View invoice images
          • Scroll an image
          • Info box
          • Field guide
          • Line item headers
          • Rotate invoice images
    • Transfer invoices
      • The Transfer module: An overview
      • Job control
      • Transfer batches
      • How data from processed invoices is transferred to files
      • Delay the transfer of invoices to allow time for corrections
      • PDF output: Overview
      • Configure a job to output to PDF files
      • XML output: Overview
      • Transfer original invoice files to SAP in connection with Invoice Cockpit
  • Learn and optimize invoice definitions
    • Optimize invoice definitions: Overview
    • The Optimize module: An overview
    • View logged manual changes to invoice definitions in Optimize
    • Which invoice definitions need optimizing?
      • Start an Optimize session
      • Select an invoice definition to optimize
      • Select multiple invoice definitions to optimize
      • Optimization by status
      • Optimize an invoice definition
      • Adjust the display
      • Rotate an invoice image in Optimize
      • Delete an invoice definition during optimization
      • Statistics about invoice definitions
    • The Learning dialog
      • How the supplier, supplier number, and description values are used
      • Draw buyer fields on an invoice image
      • The Invoice definition dialog
      • Adjust the identification settings of an invoice definition
      • Adjust the currency settings of an invoice definition
      • Apply background filters
        • Filter type
        • Fields with background raster
      • Learn color invoices
        • Adjust grayscale to black and white conversion settings
        • Use the color filter
        • The Edit field colors dialog
        • Edit field colors: Add a new color to the list
        • Edit field colors: Edit a listed color
        • Edit field colors: Include a range of similar colors
        • Edit field colors: Remove a color from the list
    • Learn image identifiers
    • Learn value identifiers
      • Draw value identifiers
      • The Field learning dialog for value identifiers
      • Text type
    • Learn single item fields
      • Learn the Debit/Credit field in Optimize
      • Learn fields where title occurrence sets value
      • The Field learning dialog
      • Change field security for field definitions
      • Draw fields on an invoice image
        • To delete a frame
      • Field value
      • Text type
      • Field title
      • Field definition: Position settings
      • Specify if fields are active or inactive
      • Freeform
      • Page setting in Optimize
      • Set Supplier fields to Complete status automatically
    • Learn line item fields
      • Optimize line items in Verify
      • Adjust line item table boundaries to determine on which invoice pages line item variations can be captured
      • Draw a line item
      • Draw line item fields
      • Move, resize, or delete line item frames
      • The Line item field definition dialog
      • Specify line item field definition settings
      • Draw a header
      • Header identification type
      • When to define more line items
      • Optimize line item tables
      • Optimize complex line item tables
      • Examples of sub-headers
    • Optimize XML invoice definitions or profiles
    • Optimize line item tables
      • Optimize complex line item tables
      • Optimize bank account tables
      • Optimize tax tables
      • Tips for optimizing line item tables
    • Advanced topics
      • Check invoice identification
      • Set Supplier fields to Complete status automatically
      • Save invoice definition images
  • Sorting invoices: Overview
    • Invoice classification
    • Master data: Overview
    • Supplier identification: Overview
    • Use custom fields to identify suppliers using generic invoice information
    • Buyer identification
    • Example of how using corporate group IDs allows multiple supplier registries to be combined
    • Improve buyer identification
    • Buyer identification information in the process log: Overview
    • The Master data policy dialog
    • Editing and viewing master data
  • Optimize single item fields in Verify
  • Get or update a soft license
  • System Administration: Administrative activities
    • File types in Kofax ReadSoft Invoices
    • Service packs
    • How long is my license good for?
    • Country profiles
    • List of users currently active in the system
    • Business logic: Overview
    • Connect fields to business logic
    • Improve performance
    • Run Kofax ReadSoft Invoices from the command line
    • Back up the system and recover from a system failure
    • User access
      • User authorization: Overview
        • If user authorization is disabled
      • Enable user authorization
      • Define a new user or edit an existing one
      • The User dialog: User selection
      • The User dialog: Network user
      • The User dialog: Network group
      • The User dialog: Local user
      • The User dialog: Access rights
      • List of user profiles including access privileges
    • Monitor production
      • View the process log
      • Include/exclude identification information on suppliers in the process log
      • Working with invoice definitions
        • List and search for invoice definitions
        • Statistics about invoice definitions
        • Invoice definition status
        • Display an invoice definition
        • Delete invoice definitions
        • Print invoice definitions
      • Field profiles, field definitions, and field types
        • Field definition status
      • Working with invoices
        • Get information about processed invoices
        • The Image display dialog
        • Display invoices in Manager
        • List all invoices in the system
        • List invoices for an invoice definition
        • List invoices for an invoice profile
        • Search for invoices
        • Search for invoices or batches: Examples
        • Print invoices (Manager and Optimize)
        • Delete invoices using Manager
      • Working with batches
        • List and search for batches
        • Search for invoices or batches: Examples
        • List invoices in a batch
        • Delete a batch using Manager
      • Queues: Overview
        • Manage queues
        • List queues and search in queues
        • Define a queue
        • Delete a queue
        • Add an invoice or batch to a queue
    • The database: An overview
      • User authentication for access to the database
      • Manage the database
      • Maintenance plans
      • Create maintenance plans
      • Run a maintenance plan
        • Run a maintenance plan from the command prompt
      • Run a maintenance plan: Example batch file
      • Delete processed invoices from the database
      • Upgrade the database
      • Clear the database
    • Export invoice profiles and associated objects
      • Export and import field types
      • Export invoice definitions
      • Export tables to text files
      • Export data from the process log
      • Import invoice profiles and associated objects
      • Import invoice definitions
      • Import master data
        • Errors during import
      • Master data import formats
      • Master data: Import specification for Buyer table
      • Master data: Import specification for Supplier table
      • Master data: Import specification for SupplierBank table
      • Specify that master data is to be used
      • Import tables from text files
    • Upgrade invoice profiles
    • Update invoice definitions using imported supplier data
    • Set up scanners
      • ScanAhead
      • Kofax cards
    • Character sets
      • Characters interpreted by Kofax ReadSoft Invoices
      • Process multilingual documents
      • Create or edit a character set
      • Delete a character set
    • How Kofax ReadSoft Invoices names image files
    • Windows services
      • Start and stop Windows services
      • Automate Interpret and Transfer: Overview
      • Configure instances of Interpret and Transfer as Windows services
      • Configure service jobs for Interpret and Transfer instances run as services
      • Advanced conditions to control Interpret and Transfer instances run as services: Overview
      • View all services configured in the system
      • Export and import service configurations
      • Multi-processor support for Interpret
      • Troubleshoot Windows services
      • The Services log
      • The Kofax ReadSoft Invoices Services Web Dashboard
      • Run Kofax ReadSoft Invoices on the same computer using multiple databases
  • Add-ons installed in the system
    • Prevent Kofax ReadSoft Invoices modules from starting without extensions
    • Process invoices received by email: Overview
    • The AutoValue add-on: Overview
      • Configure the AutoValue add-on
      • Adjust general settings for the AutoValue add-on
      • The Database options dialog
      • The Settings dialog
      • AutoValue Source macros
      • Status values
    • The JobScheduler add-on: An overview
      • Use JobScheduler to run Interpret or Transfer jobs
      • The JobScheduler settings dialog
    • Process XML invoices using Collector: Overview
      • Best practices when using Collector SmartXML functionality
      • Supported XML invoice standard formats
      • What is the difference between XML invoice standards, profiles, and definitions?
      • XML invoices: Prepare for production
      • Create rules to map values for fields in XML invoices
      • Include additional information or notes in the PDF image for XML invoices
      • Handle attachments included with XML invoices
      • Interpret XML invoices
      • Verify XML invoices
      • Keep XML invoices from going to Optimize automatically
      • Confirm master data in connection with XML invoices
      • How XML invoices are matched to suppliers and buyers in connection with master data
      • The Debit/Credit field for XML invoices
      • Optimize XML invoice definitions or profiles
        • Recommendations for optimizing XML invoices
        • Create new XML invoice profiles
        • Add identifiers to XML invoice profiles
        • Change the invoice source for XML invoice profiles and XML invoice definitions
        • Reroute an invoice to a different XML profile during optimization
        • Edit or view settings for XML invoice profiles
        • Map invoice fields to the corresponding XML elements/attributes
        • Map line items to elements/attributes in XML invoices
        • Use advanced rules to extract line-item fields from XML invoices
        • Map references to attachments to elements/attributes in XML invoices
        • Examples using advanced rules to optimize fields in XML invoices
          • Advanced XML rule example: Correct a misspelled field name in connection with master data
          • Advanced XML rule example: Format an extracted XML value with XSL
          • Advanced XML rule example: Modify an extracted XML field value using XSL
          • Advanced XML rule example: Remove hyphens (-) from an extracted value
          • Advanced XML rule example: Select node X based on node Y (or on attribute a)
          • Advanced XML rule example: Select a specific node when more than one node matches after using a standard rule
          • Advanced XML rule example: Select node X if it exists and node Y if it does not
          • Advanced XML rule example: Specify a constant value for a field
          • Advanced XML rule example: Summarize data from line items as a note in a summary invoice
          • Advanced XML rule example: Translate an XML value to one that Kofax ReadSoft Invoices understands
      • Maintain XML invoices, definitions, profiles: Overview
        • Delete XML invoices, definitions, and profiles from the system
        • Delete fields from the layout for XML invoices
        • Add missing fields to XML invoice definitions and profiles
        • Change the field headings in the PDF image for XML invoices
        • Change the name of the document type that is displayed in the PDF image for XML invoices/documents
        • View statistics for XML invoices/definitions (by supported XML invoice standards)
        • Add a new field to an XML invoice definition
        • Add fields to the layout for XML invoices
        • Add fields to all XML invoices that belong to an XML invoice profile
        • Delete XML invoices from the maintenance dialog
        • Delete XML invoice definitions from the XML maintenance dialog
        • Move the processing of XML invoices from a test system to a production system
    • InvoiceRules plugin: Overview
      • Configure invoice rules for the InvoiceRules plugin
      • Configure conditions under which an invoice rule is executed
        • Condition: Buyer (InvoiceRules plugin)
        • Condition: Image folder path (InvoiceRules plugin)
        • Condition: Interpret job source type (InvoiceRules plugin)
        • Condition: Invoice field value (InvoiceRules plugin)
        • Condition: Invoice profile (InvoiceRules plugin)
        • Condition: Invoice UDV value (InvoiceRules plugin)
        • Condition: Job name (InvoiceRules plugin)
      • Configure what actions to take for an invoice rule when conditions are not met
        • Action: Append text to file (InvoiceRules plugin)
        • Action: Copy file (InvoiceRules plugin)
        • Action: Copy line item field (InvoiceRules plugin)
        • Action: Export multitiff of current invoice (InvoiceRules plugin)
        • Action: Move invoice to queue (InvoiceRules plugin)
        • Action: Rename file (InvoiceRules plugin)
        • Action: Set invoice buyer (InvoiceRules plugin)
        • Action: Set invoice definition (InvoiceRules plugin)
        • Action: Set invoice field value (InvoiceRules plugin)
        • Action: Set invoice status (InvoiceRules plugin)
        • Action: Set invoice type (InvoiceRules plugin)
        • Action: Set invoice user-defined variable (InvoiceRules plugin)
      • Select static and dynamic values for actions in invoice rules
      • Automatically give buyer fields Complete status using an invoice rule
      • Action: Set invoice type (InvoiceRules plugin)
    • ScanInfo plugin: Overview
      • Select the buyer for invoices when they are scanned
      • Specify if invoices are PO or GE invoices when they are scanned
      • Specify if documents are invoices or credit notes when they are scanned
      • Specify which queue invoices belong to when they are scanned
      • Specify page properties for invoices when they are scanned
      • Add user-defined variables to invoices when they are scanned
      • Include batch counter information in the scan job
      • Allow invoices to be archived when they are scanned
      • Assign an invoice to any profile when they are scanned
      • Configure RemoteScanSender for use with the ScanInfo plugin
        • Customize the RemoteScanSender
        • RemoteScanSendDocument.xsl content
        • RemoteScanSender raw XML invoice example
        • RemoteScanSender raw XML invoice schema
        • RemoteScanSender transformed XML invoice example
        • RemoteScanSender transformed XML invoice schema
    • RemoteScanImporter plugin: Overview
      • Configure the RemoteScanImporter plugin
      • RemoteScanImporter plugin - General import configuration information
  • Customization
    • Create and edit field types
    • Customize Kofax ReadSoft Invoices: Events
    • Additional documentation
    • Hide or unhide columns
  • Glossary
    • Initialization (INI) files
      • Ehcharset.ini
      • Eiglobal.ini
      • Eilocal.ini
      • Eiglobalextra.ini
    • Corporate group ID
    • External OCR engines
    • General expense (GE) invoice
    • Interpret module
    • Invoice definition
    • Invoice profile
    • Invoice sheets
    • Layouts for XML invoices
    • Names
    • Purchase order (PO) invoice
    • Service log
    • Short date format
    • Transfer job description
    • Update line
  • Troubleshooting
    • Potential problem with transferred field data
    • General information
      • Troubleshooting after installation
      • Error logs
      • Location and file name of error log files
      • System info
      • License status report: Overview
      • Add-ons installed in the system
      • About Kofax ReadSoft Invoices
      • Contact Support
    • Starting, stopping, and abnormal termination
      • When users forget their passwords
      • Troubleshooting: System errors
      • Troubleshooting: Runtime error 3704
      • Prevent Kofax ReadSoft Invoices modules from starting without extensions
      • Troubleshoot Windows services
      • If a Kofax ReadSoft Invoices module crashes
      • Start a module after a crash
    • Database problems
      • A message says that something is locked
      • Unlock the database
      • Clear the database
      • Our system crashed and we cannot process the invoices that were in the system at the time
    • Scanners and scanning
      • Troubleshoot while scanning
      • Troubleshoot endorsers
      • Troubleshooting: Stopping or pausing a Scan job
      • Process a torn or damaged invoice
      • Troubleshoot new batches
      • Prevent conflicting file names in a network
    • Field capture problems
      • Check invoice identification
      • Fine-tuning interpretation
      • A field is not found because it is not in the search area
      • A field title is not interpreted or found
      • A title is not found because it is not listed in the invoice profile
      • A date field is not found
      • Kofax ReadSoft Invoices cannot find a word within a field
      • Kofax ReadSoft Invoices finds the wrong field because the title is similar to another field’s title
      • Troubleshooting barcodes
      • Interpreting Code 128
      • Precision of calculations on values with decimals
      • Decimal places setting
    • Verifying invoices
      • Configure the program to interpret asterisks
      • Save to Optimize
      • If an invoice is mistakenly deleted
      • Troubleshoot supplier identification
      • A supplier is blocked
    • A character set was deleted by accident
  • Dialog and Other information
    • Create, edit, and manage user-defined variables (UDV)
    • Import and export user profiles
    • Translate names of invoice fields on foreign invoices to the language of the user
    • Identification settings
      • Identification settings: Understanding AND and OR
    • Printer settings
    • Restrict users from accessing invoice profiles
    • Search options
      • Search option: Date
      • Search option: Queues
      • Search option: Status
      • Search option: User-defined variables
    • Specify an alternate location for the user's translation file
    • View invoice images
    • Batch-related dialogs
      • Batch complete
      • Batch report layouts object bar
      • Batch status
      • The Batch information dialog
      • The Batch report layout dialog
      • The Batches dialog
      • The Choose batches dialog
    • Buyer-related dialogs and info
      • Sort transferred invoice data by buyer
      • The Edit buyer dialog
      • The Buyers dialog in connection with master data
    • Field-related dialogs and info
      • Title occurrence sets value
      • Field type
      • Field proposal column
      • Frame colors
      • No interpretation
      • The Add field to layout dialog
      • The Field learning dialog: Currency notation settings
      • The Field rule dialog
      • The Field rules dialog
      • The Field specification dialog
      • The Field specifications dialog
      • The Field type dialog
      • The Field types dialog
      •  The Select fields dialog
    • Inbox-related dialogs and info
      • Use one or more user-defined variables to filter invoices in the inbox view
      • Supplier field
      • The Edit column dialog
      • The Edit columns dialog
      • The Edit inbox folders dialog
      • The Edit inbox folders dialog: Criteria settings
      • The Inbox configuration dialog
    • Inspect view in Verify
    • Manual endorse
    • Supplier-related dialogs
      • Supplier identification information in the process log: Overview
      • Use email address to identify suppliers
      • Supplier identification: Certain matches from specific fields
      • Supplier identification workflow: Uncertain matches from less specific fields
      • The Suppliers dialog in connection with master data
      • The View supplier dialog
    • SmartXML related info and dialogs
      • XML Standards info
        • XML invoice standard – E2B
        • XML invoice standard - ebInterface
        • XML invoice standard - Facturae
        • XML invoice standard – Finvoice
        • XML invoice standard – General XML
        • XML invoice standard - Kofax ReadSoft Invoices Portal (ESXML)
        • XML invoice standard – OIOXML
        • XML invoice standard – OIOUBL (Invoice and Credit Note)
        • XML invoice standard - Svefaktura
        • XML invoice standard - ZUGFeRD
      • Dialogs
        • The Change invoice source for XML definition dialog
        • The Change invoice source for XML profile dialog
        • The Export of XML profiles and XML definitions dialog
        • The Import of XML profiles and XML definitions dialog
        • The Reroute XML invoice to a different XML profile dialog
        • The XML Identifier Matching results dialog
        • XML Mapper dialogs
          • Summary of XML Mapper settings
          • The Buyers dialog when mapping fields in XML invoices
          • The Suppliers dialog when mapping fields in XML invoices
          • The XML Mapper: Attachment Editor tab
          • The XML Mapper: Field mapping rules tab
          • The XML Mapper: Fields tab
          • The XML Mapper: Image tab
          • The XML Mapper: Line Items Editor tab
          • The XML Mapper: XML code tab
        • XML Maintenance dialogs
          • Summary of XML Maintenance settings
          • The XML Maintenance dialog: Layouts tab
          • The XML Maintenance dialog: XML invoice definitions tab
          • The XML Maintenance dialog: XML invoice profiles tab
          • The XML Maintenance dialog: XML invoices tab
        • XML Profile settings
          • The XML profile settings dialog: General tab
          • The XML profile settings dialog: Identifiers tab
      • Export XML invoice profiles and definitions from the system
      • How the identification score is calculated for XML invoices
      • Import XML invoice profiles and definitions to the system
      • Modify identifiers for XML invoice profiles
      • Remove unnecessary fields from XML invoices
      • Things to consider when optimizing XML invoices in connection with master data
      • The XML Mapper: Overview
        • Image, XML, and Field mapping rules tabs (left pane)
      • Workflow for XML invoices in Interpret together with COLLECTOR
      • Workflow for XML invoices in Optimize
      • Workflow for XML invoices in the system as a whole
      • Workflow for XML invoices in Verify
      • XML invoice definition
      • XML invoice profile
      • XML invoice source
      • XML output schema: ReadSoftInvoice.xsd
    • The Add a new identifier or Modify identifier dialogs
    • The Application events dialog
    • The AutoValue configuration dialog
    • The Barcode field profile dialog
      • The Barcode field profile dialog: General settings
      • The Barcode field profile dialog: Placement settings
      • The Field profile dialog: Options settings
    • The Change password dialog
    • The Character sets dialog
    • The Color conversion dialog
    • The Definition update dialog
    • The Draw line items dialog
    • The Edit extension connection properties dialog
    • The Edit roles and users dialog
    • The Endorser counters dialog
    • The Event details dialog
    • The Export dialog
    • The Identification control dialog
    • The Import dialog
    • The Import invoice definitions dialog
    • The Invoice definitions dialog
    • The Invoices dialog
      • The Invoices dialog: Search options
    • The Invoice profile dialog: Advanced settings
    • The Invoice statistics dialog
    • The Job description dialog: Buyer settings for Transfer
    • The Line item learning dialog
    • The Manage extensions dialog
    • The Maintenance dialog
    • The Maintenance plan – New plan dialog
    • The New/Copy/Upgrade invoice profile dialog
    • The Optimize session dialog
    • The Process log dialog showing all invoices
    • The Process log dialog showing an individual invoice
    • The Production history dialog
    • The Queues dialog
    • The Reroute invoiceinvoice dialog
    • The Scanner settings dialog
    • The Select columns dialog
    • The Select correct layout dialog
    • The Select job descriptions dialog
    • The Table dialog
    • The Table field profile dialog
    • The Transaction description dialog
      • The Properties dialog
      • The Transaction description options dialog
    • The Update field types dialog
    • The View invoices window
    • Thumbnail view
    • The Verify field order dialog

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The search returns topics that contain terms you enter. If you type more than one term, an OR is assumed, which returns topics where any of the terms are found.

The search also uses fuzzy matching to account for partial words (such as install and installs). The results appear in order of relevance, based on how many search terms occur per topic. Exact matches are highlighted.

To refine the search, you can use the following operators:

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Welcome to Help

Welcome to Help

Use Help to find answers to your questions about how to set up, manage, and use Kofax ReadSoft Invoices.

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