Identifier profiles: Overview
An identifier profile describes what method Kofax ReadSoft Invoices will use to identify the suppliers of your invoices, so that the correct invoice definition can be selected. It tells Kofax ReadSoft Invoices how to find the identifier on invoices. Depending on what kinds of identifiers you choose, the identifier profile can also contain formatting and validation settings.
When you create a new invoice profile, you need to define at least one identifier profile. You can have up to three identifier profiles.
There are two different kinds of identifiers:
Identifiers can only be specified for items that are on the first page on an invoice.
Working with identifier profiles
Using Manager, click the Invoice profiles object bar.
- Expand the Identifier profiles folder. Each identifier profile is shown as an icon: