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The Invoice Document Splitter skill is designed to split files with multiple invoices into separate invoices for further processing. This skill can also be used to split files containing invoices and documents of other types (for example, packing lists, certificates of analysis), including their supporting documents or annexes.

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Use Cases

  • Processing only invoices: In this scenario, the Invoice Document Splitter skill splits a file with multiple invoices into separate documents.
  • Processing both invoices and documents of other types: In this scenario, the Invoice Document Splitter skill separates invoices from non-invoice documents using two skills—one for processing invoices, and another for processing documents of other types. Invoices are assigned the invoice class, while documents of all other types are classified as non_invoice.

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Skill Components

This skill consists of the following activities:
  • A Classify activity, which includes two classes: invoice and non_invoice (the non_invoice class covers annexes, email and fax headers, packing lists, waybills, and other types of documents contained within the same file)
  • An Extraction Rules for extracting invoice numbers and separating documents based on reliable markers of the first page (for example, “Page 1 of 10”)

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Document Splitting Criteria

A file will be split into separate documents whenever:
  • A document class is identified.
  • A reliable marker of the first page is extracted.
  • A new invoice number is extracted.

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Setup Instructions

To use the Invoice Document Splitter skill, follow the steps below:
  1. Create a new Process skill.
  2. Add and set up an Input activity.
  3. Add an Assemble activity. For this activity, in the Actions pane, select the By Document Splitter Skill option, and then select Invoice Document Splitter skill from the list.
  4. Add an Extract activity. For this activity: a. In the Actions pane, click the Add Skill button and select the desired Document skill from the list. b. While still in the Actions pane, click the configuration icon next to the name of this Document skill. In the dialog box that opens, select invoice in the Class field. c. If your document includes annexes, click the Add Skill button once again and select the appropriate Document skill for the annex. Then click the configuration icon next to name of this Document skill and select non_invoice in the Class field. You can also associate the “invoice” and “non_invoice” classes with their skills by clicking the Edit Mapping button at the bottom of the Actions pane. In the dialog box that opens, select the desired invoice skill for the “invoice” class. If you expect your documents to also include pages of other types, select an appropriate skill for the “non_invoice” class as well.
  5. Optionally, add and set up a Manual Review activity to verify extracted data and make any necessary adjustments to assembled documents (for example, you will be able to move pages around).
  6. Add and set up an Output activity.
  7. Click the Publish Skill button.
Once you have completed the above steps, you can use the Invoice Document Splitter skill in Vantage.