SmartSoft Invoices - Online Help

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Overview
Quick Start
10 Tips for Best Results
Using SmartSoft Invoices
User Interface
Main Window
Image View Panel
Form View Panel
Session View Panel
Loading Documents
From a Folder
From a Scanner
From an Email Account
From a Watched Folder
From Shared Watched Folder
Training the System
Validation
Data Verification
Verification
Batch Verification
Auto Complete
Multi-page Documents
Automatic Detection
Manual Separation
Blank Pages
Selecting ERP
Software settings
General
Interface
Scanner
Macros
Exporting
Exporting to CSV
Exporting to PDF
Exporting to XML
Exporting to TIFF
Exporting to SQL Database
Exporting to QuickBooks
Exporting to SAP
Exporting to MS Dynamics
Archiving
Customizing the Form
Form Template Designer
Adding New Fields
Adding New Line Items
Mapping
Validation Formula Language
Lists
Importing Lists
Importing Custom Lists
Synchronous Lists
Selective Processing
Migrating to a new computer
Migrating document templates
Migrating custom forms
Scan Quality
Client/Server Deployment Option
Deployment
Input Station
Verify Station
Licensing
Support

Exporting to CSV


To export the processed documents to CSV format, press the drop down arrow of Export button at the lower left corner of the program and choose Character Separated Values (CSV). Once a format has been chosen its name will appear into the Export button.

Export settings for CSV

Go to Tools->Settings->CSV Export in order to set export settings.

Export mode: The user can either export all files into a single CSV file (All files in single CSV) or export each file from their session into a separate CSV (Separate CSV for each document);

CSV Export folder: The user can set where all exported CSV files will be stored. Once this folder is set the software will remember it until it’s changed by the user.

CSV Path Expression: The user can use different macros in order to name exported files after values assigned into fields and columns. This option is very useful for grouping files too. For example, the user can have a separate folder for each vendor, then group files by month inside that folder and use the invoice number for a file name. To achieve this, the Export Path Expression must be set as:

$(Field-FT_VENDOR_NAME)/$(IssueDate-MM)/$(Field-FT_INVOICE_NUMBER)

Separator character: Can be used to set what kind of separator to use in the CSV.

Date Format: Can be used to set what kind of date format to be used in the CSV, no matter of how it looks like on the invoice. Check “use system format” in order to use the currently selected format of your Windows OS.

Table export: When there are line items in the field form, this option can be used so that the CSV displays the line items data either vertically (new row for every table row) or horizontally (all table data in a single row).

Data export:

  • Display fields header row – If checked this option will include the field names as headers into the CSV file.
  • Header row on every document – If checked this option will include a separate header row for each new document in the session view. This option works only if the “new row for every table row” is selected.
  • Include source file path – If checked this option will include an additional column with the source file path for each file in the session view.
  • Include archive file path - If checked this option will include an additional column with the archive file path for each document in the session view. Works only if the Archive feature is active.


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