Document separation: Overview

Document separation is Kofax ReadSoft Invoices' ability to recognize where one multi-page invoice ends and where the next one begins when the invoices are scanned together using batch mode. It also applies to invoice images that are imported or captured from email using Collector. Kofax ReadSoft Invoices does this by either detecting the blank pages that you insert between the invoices, or via barcodes, which are usually printed on the first page.

Setting up this feature depends on how invoices enter the system:

Invoice images are imported

  1. Using Manager, open an existing job description or create a new one.
  2. In the General settings under Interpret, select Use batch mode.
  3. In the Source settings, select Import invoice image files.
  4. Click Configure and specify the location of the Source directory.

    When this job is run, Kofax ReadSoft Invoices looks for subfolders in the source directory. Each subfolder becomes a separate batch. If no folders are found, no batches are created.

  5. Click Advanced and select Import multi-image files and then Multi-page invoices or invoices with appendices.


Invoices are captured from email using Collector

  1. Using Manager, open an existing job description or create a new one.
  2. In the General settings under Interpret, select Use batch mode.
  3. In the Source settings, select Data source extension and then ReadSoft Collector.
  4. Click Configure and select the desired input source on the Input tab. If an appropriate input source is not available, you can create a new one or adjust an existing one by clicking Settings on the bottom of the dialog. In the dialog that displays, click the Input tab and then either  to create a new one or  to edit an existing one. For more information on how to set up the supported email protocols, click Help in the dialog.
  5. Click the Email settings tab and specify if you want each email attachment to be treated as a separate invoice or if you want both the email itself and any attachments to be handled together as a single invoice. 

    Note A separate batch is created for each email and its contents depending on what is selected here.

Adjust document separation

When multi-page invoices are incorrectly separated, use the Re-separate feature in Verify to:

  • Join invoice pages that have been incorrectly separated.
  • Separate pages from two or more invoices that have been incorrectly joined.
Note consecutiveconsecutive invoice sheets (based on the order they were scanned).

Re-separating invoices is a two-step process:

  1. Send pages for re-separation.
  2. Correct document separation.