SmartSoft Invoices - Online Help

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Macros


Macros can be used in order to create a naming convention and to group your documents. If a user needs to name their invoices after the Vendor name and the invoice number, they must use macros. Macros work the same way for PDF, TIFF, XML and CSV.

Macros can be activated from the Settings of each type of local export. More than one macro can be used at one time. The user can hover over the path expression text box and a pop up will appear explaining the macros and also explaining how to manipulate date and time strings.

Some macros can also be used in the Field designer as formulas in order to display relevant data into a field. For example, the path to the document or the user ID of the currently logged user.

Click on the 3-dot button at the end of PDF/XML/TIFF/CSV Path expression and the following window will appear:

  • $(CurrentDate-yyyy) – displays the current year;
  • $(CurrentDate-yyyy-MM-dd) – displays the current year, month and date. Can be manipulated to display the parameters in a different way. Hover over the path expression text box in order to check them;
  • $(CurrentTime-hh-mm-ss) – displays the current time in hours, minutes and seconds;
  • $(DocDir) – displays a complete path to the currently selected document’s location;
  • $(DocFileName) – displays the name of the currently selected document;
  • $(DocFullPath) – a mix from the two macros above. Both complete path and file name will be displayed;
  • $(DocNum) – displays the document number, such as reference or invoice number;
  • $(Env-USERNAME) – displays the user ID of the currently logged user.
  • $(ExportFolder-PDF) – displays the default export folder for the format mentioned in the macro. Can be manually changed to XML, CSV and TIFF.
  • $(Field-FT_FIELD_ID) – displays the value of a field created by the user. The “FT_FIELD_ID” part must be manually replaced by the field ID of the field which the user wants to get the value from;
  • $(FileCreated-yyyy-MM-dd hh:mm:ss) – displays when the file has been created in the following format: year, month, date, hours, minutes, seconds;
  • $(FileModified-yyyy-MM-dd hh:mm:ss) - displays when the file has been modified in the following format: year, month, date, hours, minutes, seconds.
  • $(FormTemplate) – displays the name of the currently active Form template;
  • $(IssueDate-yyyy-MM-dd) – displays the issue date of the document. The date format can be manually manipulated.
  • $(LoadTimestamp-yyyy-MM-dd hh:mm:ss) – displays the time when a document was loaded into the software;
  • $(PreprocessTimestamp-yyyy-MM-dd hh:mm:ss) - displays the time when the document was loaded, auto-rotated, de-speckled and cleared. In short, all of the processes that take place before OCRing the document;
  • $(ProcessTimestamp-yyyy-MM-dd hh:mm:ss) – displays the time of document processing (or OCRing). That’s the final stage of the automatic recognition;
  • $(Vendor) – displays the currently selected vendor name;


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