Adjusting invoice business logic

Use these field tuning suggestions to get optimum Interpret performance in finding fields. This applies to predefined field types defined in Eiglobalextra.ini.

  1. Open the Eiglobalextra.ini file that is used for the invoice profile.

  2. Edit the file in one or more ways suggested below.

  3. Save the file and close it.

  4. Restart the process that is using the Invoice Interpret module.

Exclude overlapping titles

An overlapping title is one that can be found within another title.

Use the ExcludeTitles setting to prevent the program from finding the wrong field because the title is similar to another field’s title.

Restrict interpretation to specific areas of the invoice

Use the TitleSearchRectxxx and ValueSearchRectxxx settings.

Do this for fields that normally appear in the same area on all invoices.

Define valid tax rates

Use the VATValue1, VATValue2, etc. settings.

All possible tax rates must be defined. Otherwise, the program will not accept the values found for the InvoiceTotalVatRatePercent field.

Define the earliest valid invoice date

Use the DaysBeforeCurrentDate setting to limit the number of candidates for the InvoiceDate field.

Define the latest valid due date

Use the DaysAfterCurrentDate setting to limit the number of candidates for the InvoiceDueDate field.

Define a default payment term

Use the DefaultTermsOfPayment setting.

If the program cannot find the InvoiceDueDate field, you can define a default due date. Set DefaultTermsOfPayment to the number of days after the invoice date that the payment is due.