Configuring the Interpret job to process XML invoices

To run Kofax ReadSoft Invoices with ReadSoft Collector, you must configure the Interpret job description to process the files collected by the ReadSoft Collector server module.

Using the Kofax ReadSoft Invoices Manager or Interpret module, open or create the job that you configured to process emailed invoices or invoices retrieved from a file folder using ReadSoft Collector.

In the Interpret > Source settings of the dialog that is displayed, select Data source extension as the invoice source.

Select ReadSoft Collector in the drop-down list.

Click Configure.

The ReadSoft ReadSoft Collector job configuration dialog is displayed:

On the Input tab, select the desired input source from the drop-down list. If the list is empty, or the appropriate input source is not included, you can create a new one .
- If you receive your XML invoices by email, select or create an MAPI or IMAP email input source that accepts invoices in XML format.
- If your XML files are stored in one or more file folders, select or create an input source that retrieves them directly from the folder. Different input sources can be used to process XML files from different file folders. Note the Email settings tab of the ReadSoft Collector job configuration dialog is not available if XML files are retrieved from a file folder.
On the XML tab, select Use intelligent XML functionality on XML files if you want to use ReadSoft Collector's XML processing capabilities. You can also specify to have all invoices show up in Verify by selecting Do not automatically send invoices to Optimize if the supplier name cannot be extracted/identified. These options should not be selected if another solution is used to process XML invoices in the system.
Specify what to display in Verify for XML invoices.
Treat each email attachment as a separate invoice or Treat the entire email as a single invoice (including all attachments)
Including the body text of an email as an appendix to the invoice.
Specifying which email attachment types are acceptable and which should be ignored.
Adding information to processed invoices with user-defined variables.
Ignore attachments that are larger than a specified size
Click Settings to:

Click OK to close the dialogs. Save your changes if prompted to do so.

Note:

A Kofax ReadSoft Invoices Interpret job that is configured to process email using ReadSoft 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.