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 “%”. |