The Invoice definition dialog
To access this dialog: Click the Settings button in the Learning dialog, or open an invoice definition in Optimize and select Settings.
Use these settings when optimizing an invoice definition. Note that the settings that appear can vary depending on where you access the dialog.
|Supplier||Displays the supplier. (See How the supplier, supplier number, and description values are used.)|
|Description||Displays the description.|
|Status||Displays the invoice definition status.|
|Identification - see instructions|
|(Selection box)||Specifies an identifier to use when identifying the invoice.|
|AND / OR||Specifies a logical relationship between the selection boxes. This setting is only used if the invoice definition uses more than one identifier. (More info.)|
|Use currency||Determines whether currency settings are used.|
|Default currency||Determines which
currency is assumed when interpreting amount
fields. This setting also sets the default currency to use if
Kofax ReadSoft Invoices
cannot identify the
invoice currency or find a value for
the Currency field.
If the currency you want to use does not appear in the Default currency box, you can specify additional currencies.
invoice profile.You cannot adjust the currency unless Use currency is already selected in the
|Automatically approve invoices with Complete status||When this setting is selected,
invoices that are
Complete in Interpret are automatically approved and
sent to Transfer. Use this setting only if the
invoice definition has a long history of correct
buyer must be defined and the supplier must also be identified in order for the invoice to be approved automatically.A