Map invoice fields to the corresponding XML elements/attributes

  1. Open the Optimize module.
  2. Double-click the invoice profile that the invoice you want to optimize belongs to.
  3. Double-click the desired XML invoice (XML is indicated in the Type column) that has status 99 in the Optimize column. The invoice opens in the XML Mapper.
  4. Select the field you want to map in the Buyer, Supplier, and Field information tab to the right on the screen.
  5. Depending on the complexity required to find the correct value in the XML code, invoice fields can be mapped to XML elements/attributes in various ways:

  6. Click Extract to test the results. The extracted value is located based on how the field was mapped and appears in the invoice image.
  7. Consider if the change(s) should apply to all invoices or only those for the current XML invoice definition. Click Save XML definitionto save the change for the current XML invoice definition only (that is, the current supplier). Click Save XML profile if you want the rule to apply to all XML invoices that match the XML invoice profile regardless of the XML invoice definition.


  • When no value is found for a field in an XML invoice, the field is not displayed in the PDF image of the invoice.

  • If you make changes to an XML invoice profile and/or definition and click Close without saving first, a message is displayed.