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Automatically Extract Various Amounts

By Wiebke Bortnik • August 8, 2018 at 2:06 PM

Whether net, gross, VAT or delivery charge – with Intelligent Indexing you can automatically extract up to five different amounts from your documents and have them transferred right into DocuWare.

There are many different amounts that appear on invoices, which may be relevant to your organization and needed for pre-booking, invoice verification, posting or even a tax audit. Such as...

  • Net sums
  • Gross sums
  • VAT amount at reduced rate
  • VAT amount at full rate
  • Delivery or postage + handling

With Intelligent Indexing beginning with DocuWare Version 7, you can automatically extract two more amounts from invoices and have them transferred into DocuWare index fields.

Also, these amounts can be transferred into your accounting system, thanks to a variety of integration options in DocuWare. This eliminates the tedious and error-prone typing of number columns, making invoice processing quick and easy.

Here’s how you can take advantage of this new option...

First configure Intelligent Indexing within the store dialog, which you and your colleagues will be using to archive your documents.

Open Configurations via the DocuWare main menu. Click on File Cabinets and select one – such as your Invoices file cabinet.

Go to the Dialogs tab to select the necessary store dialog. If you are already using Intelligent Indexing in this dialog, just click Configure Dialogs. Otherwise, first enable Intelligent Indexing for the dialog.

When you assign your index fields to the fields in Intelligent Indexing, the two new fields of Intelligent Indexing, Custom Amount 3 and Custom Amount 4, will be available:

When you assign your index fields to the fields in Intelligent Indexing, the two new fields of Intelligent Indexing, Custom Amount 3 and Custom Amount 4, will be available:

Not using Intelligent Indexing yet?

The self-learning system is part of every DocuWare Cloud license. As a DocuWare Cloud customer, you only need to enable the above-mentioned option for Intelligent Indexing and off you go.

If you are using DocuWare as an on-premises system, Intelligent Indexing is available as an additional license in two different ways: as a web-based service with all the advantages of machine learning from the crowd or as a stand-alone module within your data center.

 

Here's more news about Intelligent Indexing and DocuWare Version 7.

 

 

Topics: Information Capture

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