Draw line item fields

To draw line item fields when optimizing line item tables:

  1. Click the Line item field button, if it is not already selected for you.
  2. Select a line item field in the box next to the Line item field button.

  3. Click and drag a frame around the value for the line item field. Do not double-click. The field must be inside the line item frame. Optimize displays the interpreted value in the Line item learning dialog.
  4. If the value is not correctly interpreted and there is background shading on the invoice, you can apply a background filter.