Test an invoice profile
Normally, before you begin using Kofax ReadSoft Invoices to process invoices with a particular invoice profile, it is essential that you take the time to test the invoice profile. Your tests reveal adjustments that you can make to improve Kofax ReadSoft Invoices' interpretation rate.
To test an invoice profile, use the invoice profile in production with some representative test invoices, checking the statistics as you work and comparing the actual invoices with the transfer file. Define several additional invoice profiles with different settings and validation routines to determine which works best for the invoice.
Follow these instructions to create a new invoice profile based on an existing one:
- Right-click an existing invoice profile and select Save as.
- Type a new name and click OK to save.
- Select Edit > Settings.
Now you can make any changes you wish in the new invoice profile. You must reactivate and re-save it before you can use it.