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Add images

Invoice processing begins with adding document images.
Added images must be separated into documents before processing starts. You can configure document separation in the import settings. For more information, see Image import profiles.
There are several ways to add images:
  • Scan hardcopy documents with a scanner.
  • Add existing scans from a folder.
  • Use an image import profile set up by the Administrator (imports from a scanner, a Hot Folder, or an email inbox).
For more information about each way to import images, see Adding page images.

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Recognition

Recognition begins automatically after images have been added. A recognized invoice is named Invoice, and the Invoice Status and Certainly Recognized Characters columns are filled in (the Invoice Status column is filled in only if the Administrator allowed it).

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If documents are not recognized automatically

Select the documents, open the Recognition menu, and click Recognize. To enable automatic recognition, select Recognize added images automatically on the Document Processing tab (Tools → Options).

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If a document is named Unknown after recognition

1

Check why it was not recognized

Check the Processing Notes column to see why the document was not recognized. For example, Check the recognition language means the invoice language is not supported — contact your Administrator.
2

Confirm it is an invoice

Open the document and make sure it is an invoice.
3

Apply the Document Definition manually

  1. Right-click the document and select Match Document Definition from the shortcut menu. A dialog box with a list of Document Definitions opens.
  2. Select a Document Definition from the list and click OK.