About Smart profile
A smart invoice profile uses machine learning to automatically capture the invoice date, invoice number, purchase order number, and total amount due, in typed or handwritten form, and can also determine the vendor of the invoice by comparing invoice data to a vendor lookup table. Optionally, the profile can also capture the shipping amount, invoice subtotal, tax amount, and tax ID. Similar to other capture profiles, the Run Capture Profile Workflow activity runs this smart invoice profile and outputs tokens for the captured data to be used later in the workflow. Note: Currently, making changes to the default smart invoice profile (named Invoices) and saving it fails. If you need to configure a smart invoice profile, create a new one. Creating a Smart Invoice Profile To create a smart invoice profile On the Capture Profiles page, click Smart Invoice Profiles in the left pane. You can also click the New button or click the drop-down and select Smart Invoice Profile. Click New or click the drop-down next to New and select Smart Invoice Profile. Give the profile a name and description, then click Create. The invoice date, invoice number, PO number, and total amount will be automatically captured. Select one or more checkboxes next to the additional fields you want captured: shipping amount, subtotal, tax amount, or tax ID. If you want to identify the invoice vendor and retrieve additional vendor information from the invoice, select Capture vendor information, then select the table containing the vendor information. The Include a
Key features of the Smart profile that are enabled through these drivers include:
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A smart invoice profile uses machine learning to automatically capture the invoice date, invoice number, purchase order number, and total amount due, in typed or handwritten form, and can also determine the vendor of the invoice by comparing invoice data to a vendor lookup table. Optionally, the profile can also capture the shipping address, invoice subtotal, tax amount, and tax ID. Similar to other capture profiles, the Run Capture Profile Workflow activity runs this smart invoice profile and outputs tokens for the captured data to be used later in the workflow. Note: Currently, making changes to the default smart invoice profile (named Invoices) and saving it fails. If you need to configure a smart invoice profile, create a new one. Creating a Smart Invoice Profile To create a smart invoice profile On the Capture Profiles page, click Smart Invoice Profiles in the left pane. You can also click the New button or click the drop-down and select Smart Invoice Profile. Click New or click the drop-down next to New and select Smart Invoice Profile. Give the profile a name and description, then click Create. The invoice date, invoice number, PO number, and total amount will be automatically captured. Select one or more checkboxes next to the additional fields you want captured: shipping address, subtotal, tax amount, or tax ID. If you want to identify the invoice vendor and retrieve additional vendor information from the invoice, select Capture vendor information, then select the table containing the vendor information. The Include a token with the 10 best matches option will return multi-value tokens for the ten vendors with the closest match, not just the first vendor match. These tokens are: Top10VendorName, Top10VendorId, and Top10VendorConfidence. This allows an invoice reviewer to quickly choose alternate vendor information if there are close matches. When finished, save , test, and publish the profile. Vendor Identification By enabling vendor identification, you can dynamically retrieve vendor information from invoices, as part of Smart Invoice Capture. Enabling vendor identification will make the following tokens available: Token Name Description TopVendorName The name of the vendor as defined in the lookup
