Check invoice identification

Identification control is an advanced function of Optimize. You can use it to help determine why an invoice was not identified correctly.

Use it when you have learned an invoice definition, but you receive invoices from that supplier that Kofax ReadSoft Invoices does not identify.

To use Identification control in Optimize:

  1. Select and open the invoice profile that contains the invoice definition you want to examine.
  2. Double-click the invoice definition.
  3. When the invoice definition is displayed, click Identification control.
  4. When the Identification control dialog is displayed, select the image file of the invoice that Kofax ReadSoft Invoices cannot identify and click Identify.