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

Training the Software


The software can be trained on several levels:

  • Learning the layout of the invoice for a particular vendor
    To teach the software to recognize the invoices of a new vendor, click a field in the Form View and then click the corresponding text region in the Image View. Do that for all the key fields you need to extract.



  • Learning the layout of tables
    The system will try to automatically detect any tables. The user can also teach the software to recognize tables by clicking the cells in the topmost row of a table.



  • Matching an item as defined in your ERP system to an invoice description
    Initially you'll need to manually select an item for each invoice. The software memorizes your choices and will select the same item for the same or similar description in the future. If the program comes upon a new description it will suggest the most frequently used item.
  • Fixing wrong characters
    If the software extracts some text with errors, go on and fix it. The program learns and will not make the same error again.


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