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Configure currency settings for tables

This topic describes how to configure currency settings for table extraction.

To create and configure currency settings for tables, the following prerequisites must be in place:

  • You need a batch class with a document type configured. For detailed steps, see Add new document type.

  • The TABLE_EXTRACTION plugin must be added to the extraction module and turned on.

  • You need a table with table columns configured. For help, see Table extraction.

To accurately extract currency data from tables, configure Transact to look for a specific currency type. This is because currency formatting varies based on the country of origin.

For example, the US Dollar (USD) uses a period as a decimal separator and a comma as a thousands separator, while the European Euro (EUR) uses a comma as a decimal separator and a period as a thousands separator. This is illustrated in the following table.

$1,234,567.89

United States dollar (USD)

1.234.567,89 €

Euro (EUR)

By telling Transact what currency to expect, you can ensure symbols and decimal separators will be translated appropriately.

User instructions

  1. From the Batch Class Management screen, select and open your batch class.
  2. Go to Document Types > <your document type> > Tables.
  3. Select the applicable currency type from the Currency drop-down list for your table.
  4. Go to Table > <your table> > Table Columns.
  5. Under Additional Configurations, select Currency for any columns that will only contain currency.
  6. Click Apply.
  7. Configure the extraction rule for your table.

    See Configure table extraction for help.

  8. Once you've created your extraction rule, go to Table Extraction Rules > <your table> > Table Column Extraction Rule.
  9. Under Additional Configurations, select Currency for any columns that will only contain currency.
  10. Create table validation rules as needed for your table.

    See Table validation rules for help.