The Field profile dialog: Titles settings

To access this dialog:

  1. Using Manager, open the invoice profile.
  2. If you are going to edit the titles, make sure the invoice profile is inactive.
  3. Open the field profile or value identifier profile.
  4. Click Titles.

Use these settings to specify titles.

Use titles to search for value  If the field has a title on the invoices (such as Invoice date), select this box.
Selected titles* By using the Title box and Titles in file list, make a list in Selected titles of all possible titles that may appear on invoices for this field.
Title file Optional: Use a text file that contains titles, and add titles in the file to the Selected titles list. If you use a title file, select Title file.

* Setting is also saved in the invoice definition.