Field profiles: Overview

An invoice profile contains a field profile for each area of the invoice that has data that you need to capture. An invoice profile and its field profiles can be used for hundreds, even thousands, of different types of invoices.

Kofax ReadSoft Invoices uses the information in the field profile to:

Different field profiles are already included in the various invoice profiles, depending on which country profile you are using.

Different predefined field types are also available when you create a new field profile. When you choose one of these field types in the General settings, built-in validation rules and business logic are applied.

Types of field profiles

There are several types of field profiles. You use the type that describes the information you need to capture.

Note Problems will occur if you add a line item field to a Kofax ReadSoft Invoices profile using the name of a single item field that was deleted previously. To avoid this, be sure to always differentiate names given to single item and line item fields when adding them to Kofax ReadSoft Invoices profiles. For example, always start the names of line item fields with LI_. Then, if you had a single item field called VATrate that was deleted previously and add a line item field called LI_VATrate, the problems will not occur.”