Specify what to display for XML invoices in Verify  

XML invoices are made up of data only, so they do not contain an image to display in and of themselves, but you can decide what is displayed for them in Verify when you configure a Kofax ReadSoft Invoices job to process XML invoices. This is made up of two parts:

• Specify the image to display for XML invoices.

• Include any embedded images to the invoice image displayed.

Specify which image to display in Verify for XML invoices

You have three options on the XML tab of the ReadSoft Collector job configuration dialog when deciding which image to display in Verify for XML invoices.

• Use PDF image created by ReadSoft Collector - The default image created by ReadSoft Collector for the invoice is used in Verify.

• Use an email attachment or image file - Click Configure to specify which email attachment or other image file to use in Verify.

  The program can either look for files with the same name as the XML file or an image file with the name format you specify here. ReadSoft Collector looks in the same folder where the corresponding XML invoice file is located.

  Use the same name as the XML file

  To have ReadSoft Collector search for a file with the same name as the XML file:

  1. In the Configure image to display in Verify dialog, click Use the same name as the XML file.
  2. Click OK.

  Specify the name format

  1. In the Configure image to display in Verify dialog, click Specify the name format used to find the image file.
  2. Use a macro or a combination of macros to find the image by clicking the desired macro(s) in the list and then clicking Insert Macro.
  3. You can also add additional static text to the name format where needed by typing directly in the box.
  4. Expand the Image type drop-down list at the top of the dialog and click the appropriate file extension for the expected image file type.
  5. Click OK.

  The name can be based on the original file name and/or an identifier including up to five numbers. Hardcoded strings and * can also be included in the string. An example of what is specified is automatically updated in the dialog as you make changes.
  

  Possible scenarios

  Normally, the image file to find probably has the same name or part of the name as the original XML file to which it belongs. Consider the following scenarios for inspiration:

  • If XML files are processed from file, you would probably use the original filename with a PDF file extension.
  • If the expected image file name starts with the original file name and has some additional miscellaneous text added after an underscore, you could use %ORIGINALFILENAME%_*
  • If the expected image file contains the name of the original XML file followed by an incremental number, you could use %ORIGINALFILENAME%_%IDENTIFIER%

  Note: If Rename all files is used for the input source, %ORIGINALFILENAME% refers to the original name of the XML file before it was renamed since the file is processed before renaming occurs.

• Use embedded image - Click Configure to specify which embedded image to use in Verify.

  In the Configure embedded image to display in Verify dialog, all XML formats and their associated XML invoice definitions found in the system are listed. Do the following to specify which embedded image to display in Verify for XML invoices:

  1. Click an individual XML invoice profile or definition in the list.
  2. In the right pane, click Enable use of embedded image to turn on the use of an embedded image for the selected XML invoice profile or definition.
  3. Click the number of the embedded image to display in Verify under Position of the embedded image in the XML file.
  4. Repeat the process if additional XML invoice profiles or definitions need to be adjusted.
  5. Click OK.

  Note that if the embedded file to display in Verify is specified on the XML invoice profile level, all XML invoice definitions that belong to it use the same embedded image by default unless changed specifically for individual invoice definitions.

Include embedded images in the invoice displayed in Verify

Click Add embedded images to the XML invoice to include embedded images as additional pages to the invoice in Verify.

Note that if an embedded image has been specified as the main image for an invoice with Use embedded image, it is displayed first and any additional embedded images are displayed after it.

Related topics

Specify an email input source for an Interpret job

Specify which email attachment types are acceptable and which should be ignored

Add information to processed invoices using user-defined variables

Configure plugins in ReadSoft Collector