Invoice Documents with Automatic Data Extraction

Invoices from copier, computer, or email are cleaned of blank pages and analyzed to extract key billing data. The file is then sent to your selected cloud location, with the extracted data saved as metadata or a CSV file, depending on the cloud service.

Step 1

Make sure that the settings for the cloud storage you want to use are already configured.

For setup instructions, please refer to Connect with Cloud Services .

Step 2

Click the Configure button of this template.

Step 3

Configure the settings for the cloud storage destination, then click on Finish.

Step 4

You will see that the settings for MFP Scan, PC Local File, Email Attachment, Invoice, Extracted Data Validation, Cloud Storage, and General Settings have already been configured. Make any changes if needed.

Step 5

Click the Save button to save the application settings.

Settings applied by the template

MFP Scan	Scan Color Mode	Auto Color Select
	Original Sides	2 Sided (Open to Right/Left)
	Document Orientation	Readable Direction
	Scan Resolution	300 dpi
	Document Size	Auto
	Manual Density	0
	Scan Method	Normal
Invoice		The items configured automatically.
Extracted Data Validation	Validation Method	Send without confirmation
Cloud Storage	Service	Cloud storage service set in Step 3
	Folder	Folder set in Step 3
	File Type	PDF
	File Name	Time Stamp
	Metadata Fields, Metadata Settings	The items configured automatically.
General Settings	App Usage Permission	All Users
	App availability	On MFP On PC
	Failure Notice Email Address	User’s mail address
	Failure Notice Email Subject	“Error : your invoice could not be sent”