Sorting invoices: Overview

Kofax ReadSoft Invoices can automatically sort invoices by buyer, supplier, country, and invoice type. Sorting reduces the scan operator’s manual work and automates invoice routing. When the buyer and invoice type are identified, Kofax ReadSoft Invoices knows which invoice profile to use to process the invoice.

Buyer identification

The buyer is identified by matching text on the invoice with information in the buyer registry.

Each buyer has a corporate group ID, and this affects the rest of the process.


In a typical Kofax ReadSoft Invoices installation, you have an invoice profile for each country and invoice type. You usually have a different buyer for each country. You use the buyer and supplier registries for identification, and you configure the inbox to sort invoices by buyer, country, and invoice type.

Invoice identification

If Kofax ReadSoft Invoices cannot find a matching invoice definition, it tries to identify the supplier.

If Kofax ReadSoft Invoices recognizes an invoice using identifiers, the invoice is identified, interpreted with the correct invoice profile, and sent to the Verify inbox.

Supplier identification

Kofax ReadSoft Invoices identifies the supplier by matching invoice fields to information in the supplier registry. This narrows the selection of possible invoice profiles to use.

Only suppliers with a corporate group ID that matches the one associated with the identified buyer are considered.

Country sorting

Kofax ReadSoft Invoices uses buyer and supplier information to determine the invoice's country of origin. This narrows the selection of possible invoice profiles to use even further.

Invoice classification

If there is more than one invoice profile left to choose from, Kofax ReadSoft Invoices searches for other key fields to determine the invoice type and interprets the invoice with the correct invoice profile.

A new invoice definition is created, and the invoice is sent to the Verify inbox.

Click for more information about the inbox.