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

Quick Start


To process documents, follow these steps:

  1. Start Smartsoft Invoices
  2. Load one or multiple documents using one of these options:
    • Click Scan to scan a document.
    • Click Open to load an image or PDF file from your hard drive.
    • Copy multiple documents to the Scan folder (Watched folder).
  3. Monitor the OCR process and if needed provide manual input by selecting a region for missing field or typing into an empty field.
  4. Click Export and select one of the Export options.

Tips

  • Use Tab and Shift+Tab to quickly move forward and backward between fields in the Form View Panel.
  • Use Page Down and Page Up to quickly move between invoice documents.
  • To quickly fill an empty field in the Form View, make sure you are positioned on that field and then click on the corresponding text region in the Image View.
  • If the text region has not been properly recognized , use the mouse to draw a rectangle around the appropriate text in the Image View.
  • Type in missing field when selection is not possible.
  • Note: After identifying a missing field for a particular vendor, the program memorizes the template and recognizes the field automatically for the next invoices from the same vendor.
  • Create a form specific for your business and for your needs.

Check out the 10 Tips for better results or schedule an online demo.

Need assistance?

Schedule an online demo now.


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