Validation and Warnings
The software will automatically validate the extracted data to make sure it is correct. Invalid fields are marked with a red frame to let you easily see and fix them. Hover over the field to see a tool tip with some more information about the error. The software will not let you export the data to your ERP system until all the data is valid.
A vendor name is marked as invalid if no such vendor name exists in your Vendors list
An invoice number is marked as invalid if an invoice with the same number already exists in your database.
Purchase Order Number
A PO number is marked as invalid if no such number exists in your database for the selected Vendor or if that PO has already marked as payed in in your database.
The Amount Due field is marked as invalid if it is not equal to the sum of the items.
Custom validation rules
You can define your own validation rules. Click File -> Edit Form to start the Form Designer. In the Formula column enter a formula for a certain field, where it is validated based on the values of some other fields, date, and others. For details see Validation Formulas
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