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 XML


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

Export settings for XML

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

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

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

XML 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)

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.

  • Don’t browse and use the default folder when exporting – When checked the software will never ask where to export the XML files to. It will always store them in the default location.
  • Remove exported documents from the current session – When checked all documents will be removed from the program’s interface. Please note that the original source files will not be deleted.
  • Validate documents before exit – Check if all validation rules are correct. If not, the software will not export the documents to XML format.
  • Add tag with all recognized text – Adds a tag in the XML which contains an unformatted text string with all the recognized text from the page/document.
  • 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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