XML invoices: Prepare for production

In addition to the normal preparing for production steps, you must do the following before you can process XML invoices using Collector:

  1. Ensure that Collector is installed. It must be installed separately.
  2. Configure Collector to input invoice files by email so that all invoices (whether image or XML based) are matched with the correct invoice profile automatically (that is, create a Collector input configuration that includes files with XML extensions for processing). In this way, XML invoices can also be processed together with normal invoices received by email.

    Alternatively, if the XML files are already in folders, you can configure an input source to process the invoices from a folder. See " Configuring the Interpret job to process XML invoices" in Collector help for more information.

  3. Create a job description and:

    Adjust the Interpret Source settings to process XML invoices using the appropriate input source created in step 2. See " Configuring the Interpret job to process XML invoices" in Collector help for more information.

  4. Specify what happens to reference files during transfer.