Customize job descriptions

Before you begin processing invoices, it is worthwhile to read about your alternatives for each of the four types of job descriptionsScan, Interpret, Verify and Transfer job descriptions. By trying different settings, you can customize Kofax ReadSoft Invoices to your needs and make the verification process very efficient.

Do not hesitate to define a number of job descriptions with different settings to see which ones work best with different invoice profiles or for different users.

To base one job description on another

  1. Open a job description that you already created.
  2. Make any changes you choose.
  3. Click OK.
  4. Save the job description under a new name. Right-click the job description, select Save as and type a new name.