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General

Xero private application connection

Connection: Select a connection that has been configured on the Connections tab.

Xero document settings

Type of document: Select the type of document that defines the category where the document is placed within Xero. For example, Accounts Payable, Accounts Receivable, Receipts, and more are standard document types. Custom document types defined within the Xero interface should also appear here.

Image file options

Migrate image files: Select this option to output the image files (Tiff, GIF, JPEG, and so on).

  • Image source: Select the image source:

    • Main Image: Images imported to PSIcapture are rasterized and set to the specified DPI within the Capture/Import workflow step configuration. These images are then displayed in the viewer (preview window).

    • Original Image: Source the original image imported from the file system before any rasterization would occur in a Capture/Import workflow step or otherwise be modified by PSIcapture in any way.

    • Alternate Images: Alternate images can be created at various times during the workflow (that is, Image Processing, Capture/Import workflow step configuration, or other).

  • Image output type: Select the image output type.

  • JPEG quality: The default is 75, which is a good blend between quality and size. Raising the number increases size and may increase the quality of the file. This setting affects Color, Grayscale, and JPEG files only.

  • Tags to output: When Alternate Images are selected as the image source, you can specify the image tag here. Only alternate images with the matching tag are outputted.

    Separate multiple tags using commas.

  • Alt. page behavior: Select the alternative page behavior: One document with all tags, or One document with each tag.

OCR and Extended File Format file options

Migrate OCR or Extended File Format files: Select this option to output the OCR files that are created in the OCR module.

Files to migrate: Select which files you would like to migrate.

  • OCR workflow step position: Determine the position of the OCR workflow step.

  • Tags to output: Select OCR file tags to output. Only files with matching image tags are outputted.

    Separate multiple tags using commas.