Invoice

This function automatically extracts information contained in invoice documents.

This function employs advanced Artificial Intelligence (AI) technology to streamline the extraction of data from invoices, making it a powerful tool for enhancing efficiency and productivity.
It is important, however, to acknowledge the limitations of the AI in certain scenarios to manage expectations effectively. The success of the extraction process relies on the AI's ability to establish clear relationships between the expected invoice keywords and the associated values. In instances where this relationship is ambiguous or where there is missing keywords, the AI may struggle to provide accurate results.
Users should be mindful that the AI is a supportive tool rather than an infallible solution, and that not all invoices may be processed with equal precision.
To ensure the best results, we recommend reviewing extracted data for accuracy using the RSI LogicFlow validation feature, especially in cases where invoice layouts are unconventional or keywords are missing.

To configure the Intelligent Invoice Data, the expected data should be selected. The AI will search for the relevant data to extract.
A unique Data ID should be assigned to the extracted information, serving as an identifier for subsequent workflow use and as a label in the validation interface.

Details of settings:

Category	Setting	Description	Options
Data to be Extracted	(Data Type)	Select the information to be extracted.	Amount Due, Billing Address, Billing Address Recipient, Customer Address, Customer Address Recipient, Customer ID, Customer Name, Due Date, Invoice Date, Invoice ID, Invoice Total, Previous Unpaid Balance, Purchase Order, Remittance Address, Remittance Address Recipient, Service Address, Service Address Recipient, Service End Date, Service Start Date, Shipping Address, Shipping Address Recipient, Sub Total, Total Tax, Vendor Address, Vendor Address Recipient, Vendor Name
	Data ID	ID for using the extracted data in the input fields of other functions. You can leave it as the default or change it to an original ID that is easier to identify	Any string except “%”.
	Input Method	Choose how to define the list of acceptable values for this field.	Select from List: Define a list of predefined options. The AI will attempt to match the extracted value to the closest option in the list. Users can also manually select from the list. Use extracted value directly: The AI extracts the value directly without matching against a list. Users can provide values freely.
	CSV file for lookup (Select from List only)	Import multiple values at once from a CSV file. The CSV file should contain one value per line (or comma-separated values on a single line). Note: Importing a CSV will overwrite all existing values in the list. Supported format: `.csv` files.	Supported format: `.csv` files with values separated by commas or line breaks.
	List values entry	Add individual values to the list one at a time. Values are validated based on the field's data type (text or number).	Values can be reordered using ↑↓ arrows or removed with the × button.
	Allow users to manually enter text not listed in the options.	Controls whether users can enter custom values not in the predefined list.	Checked (Open List): Users can select from the list OR type their own custom value in a text input field. As the user types, the list dynamically filters to show only matching options. Custom values entered by users that are not present in the list are marked with a yellow indicator. Unchecked (Closed List): Users can ONLY select from the predefined values in a strict dropdown menu. No custom input is allowed. If the AI extracts a value not in the closed list, it is marked with a red indicator, and with an AI Added suffix displayed.