Customization example: Step-by-step implementation

This topic describes how to customize ReadSoft Invoices to save field information in a Microsoft Access database. The sample code is abbreviated for simplicity. All error handling has been removed. In some cases, code has been grouped together, though a more effective implementation would have had the code more spread out for better performance.

  1. Start Microsoft Access and create a new database called C:\DB\Sample.mdb.
  2. Create a table named "Field" containing all the fields shown in the table above.
  3. Start Microsoft Visual Basic version 5.0 and use the project creation wizard to create an ActiveX .exe project called EHISample. In the Project | References dialog, make sure that the Microsoft Access 8.0 Object Library line is checked. This tells VB5 that code for accessing Microsoft Access is to be included in the project. If the Microsoft Access 8.0 Object Library line does not appear, it is probably because Microsoft Access version 8.0 is not installed in your system.
  4. Enter that inserts data into a database (sample code).
  5. Build the project and copy the resulting EXE to the ReadSoft Invoices program directory, normally C:\Program Files\ReadSoft\INVOICES\Bin.
  6. Register the .exe file by double-clicking on it in your Windows Explorer.
  7. Use Manager to create one or more invoice profiles.
  8. Use Manager to create a job description which includes the invoice profile defined in the previous step. Define event handlers for the JobStarted and JobStopped events.
  9. Run the job in Scan and Interpret (or only in Interpret if you are importing image files).
  10. Start Microsoft Access and ensure that the information was inserted into the "Field" table.