The Verifying dialog
Use this dialog when verifying single item fields and when adjusting the supplier, supplier number, and description on an invoice.
Invoices are displayed for adjustment and approval. Each field on the invoice is outlined with a colored frame.
If you selected Adjust and approve in the Verify job description or inbox, the Verifying dialog contains the following information:
Buyer | The company that receives the
invoice.
Buyers from the
buyer registry are listed here. If
Kofax ReadSoft Invoices
is not sure that the correct
buyer is selected, a yellow triangular icon is
displayed next to the
Buyer box.
Optional: Configure how the Buyer box is displayed, using the settings in Eiglobal.ini:
|
Supplier | The invoice definition’s name. If you change the supplier, Verify looks for the invoice definition matching the given name. If the definition is found, you are given the option of reinterpreting the invoice according to the new invoice definition. |
Supplier number | The
supplier number is normally the number of the
supplier in your financial system.
If a supplier registry is used, the Supplier number label becomes a link to the Suppliers dialog. (How to adjust the supplier.) This setting cannot be edited if Allow Verify operators to choose suppliers from the supplier registry only (not add new ones) is selected in the Master data policy dialog. |
Description | A unique
description for each
variant. Only displayed if the
supplier has
invoices with different appearances.
The ability to edit this field can be turned off using VerifyDisableSupplierDescriptionField in the [Options] section of eiglobal.ini. See INI file help for more information. |
Supplier selection
If you click in the Supplier entry box, these options become available in the dialog. Use them to specify/adjust the selected supplier:
Supplier information configuration button |
Use to configure the supplier information columns that are visible in both the search pane and information panes below. Note that if this button is not available, the AllowVerifyOperatorToConfigureSupplierSelectionList flag has been turned off in the [Options] section of eiglobal.ini. See INI file help for more information. |
The supplier search pane | A list of columns containing searchable supplier information. See Supplier information configuration button above for information on how to configure the supplier columns that are displayed. |
The supplier information pane | The information that is available for the supplier currently selected in the supplier search pane above. See Supplier information configuration button above for information on how to configure the supplier columns that are displayed. |
One-time supplier button | Use to make the current supplier a one-time supplier. You can also type in <One-time supplier> in the Supplier box. |
New supplier button | Use to make the current supplier a new supplier. You can also type in <New supplier> in the Supplier box. |
Table columns while verifying single-item fields
Name | The field name. |
Value | The interpreted value. |
# | The number of field proposals, if there are any alternatives. Click the numbers to choose a field suggestion, if there are two or more alternatives. |
Tips
- Use Zoom view to view the field, if desired.
- Many keyboard shortcuts are available for use in this dialog.
- You can adjust the field order and adjust the display.
- Advanced users can define custom background colors for the Value column, which makes it easier to find specific fields quickly.
Statuses
Icon | Field status |
Complete | |
Field proposal | |
Retype | |
Manual entry | |
Validation error | |
Field error | |
Interpretation error |
Field suggestions
Fields with these statuses can have field suggestions: Complete, Interpretation error, Validation error.
Scroll to additional invoice image tabs on multi-paged invoices in Verify
If an invoice contains many pages, there may not be enough room to fit all of the tabs on the bottom of the Verify window. You can scroll through available tabs using the arrows on the bottom left of the Verify window.
Clicking this button scrolls the display of the tabs on the right of the screen to additional tabs that are further to the right.
Clicking this button scrolls the display of the tabs so that the last tab is visible.