The Verifying dialog

Use this dialog when verifying single item fields and when adjusting the sender, sender number, and description on a document.

Documents are displayed for adjustment and approval. Each field on the document is outlined with a colored frame.

If you selected Adjust and approve in the Verify job description or inbox, the Verifying dialog contains the following information:

Receiver The company that receives the document. Receivers from the receiver registry are listed here. If Kofax ReadSoft Entrance is not sure that the correct receiver is selected, a yellow triangular icon is displayed next to the Receiver box.

Optional: Configure how the Receiver box is displayed, using the settings in Eiglobal.ini:

  • Display an additional receiver field from the master data. See "BuyerExtraColumn" topic in INI file help for more information.
  • Set Receiver to read-only. See "VerifyAllowBuyerSelection" topic in INI file help for information.
Sender The document definition’s name. If you change the sender, Verify looks for the document definition matching the given name. If the definition is found, you are given the option of reinterpreting the document according to the new document definition.
Sender number The sender number is normally the number of the sender in your financial system.

If a sender registry is used, the Sender number label becomes a link to the Senders dialog. (How to adjust the sender.)

This setting cannot be edited if Allow Verify operators to choose senders from the sender registry only (not add new ones) is selected in the Master data policy dialog.

Description A unique description for each variant. Only displayed if the sender has documents with different appearances.

The ability to edit this field can be turned off using VerifyDisableSupplierDescriptionField in the [Options] section of eiglobal.ini. See INI file help for more information.

Sender selection

If you click in the Sender entry box, these options become available in the dialog. Use them to specify/adjust the selected sender:

Sender information configuration button

Use to configure the sender information columns that are visible in both the search pane and information panes below.

Note that if this button is not available, the AllowVerifyOperatorToConfigureSupplierSelectionList flag has been turned off in the [Options] section of eiglobal.ini. See INI file help for more information.

The sender search pane A list of columns containing searchable sender information. See Sender information configuration button above for information on how to configure the sender columns that are displayed.
The sender information pane The information that is available for the sender currently selected in the sender search pane above. See Sender information configuration button above for information on how to configure the sender columns that are displayed.
One-time sender button Use to make the current sender a one-time sender. You can also type in <One-time sender> in the Sender box.
New sender button Use to make the current sender a new sender. You can also type in <New sender> in the Sender box.

Table columns while verifying single-item fields

Name The field name.
Value The interpreted value.
# The number of field proposals, if there are any alternatives. Click the numbers to choose a field suggestion, if there are two or more alternatives.

Statuses

Icon Field status
Complete
Field proposal
Retype
Manual entry
Validation error
Field error
Interpretation error

Field suggestions

Fields with these statuses can have field suggestions: Complete, Interpretation error, Validation error.

Scroll to additional document image tabs on multi-paged documents in Verify

If a document contains many pages, there may not be enough room to fit all of the tabs on the bottom of the Verify window. You can scroll through available tabs using the arrows on the bottom left of the Verify window.

Note This only adjusts the display of the tabs themselves. You have to click a tab if you want to view what it contains.

Clicking this button scrolls the display of the tabs on the right of the screen to additional tabs that are further to the right.



Clicking this button scrolls the display of the tabs so that the last tab is visible.