Setting up the method of PDF parsing
PDF parsing method defines which data is read from the invoice. Standard users can select between two pre-prepared methods of PDF parsing:
- summarized by tax rate (var-rate-invoice) and
- detailed by line (line-item-invoice).
The main difference is in the import of document lines.
Summarized by tax rate reads the bottom part of the invoice with summarized amounts by different tax rates. In other words, document lines are summarized and only then imported. The detailed by line method imports all lines on the invoice, 1:1.
PDF parsing method defines how the OCR reader analyzes received invoices from suppliers (detailed by line or summarized by tax rate). You can define this setting for each individual supplier in the Subjects register.
Both parsing methods have the same meta data and tax rate data.
1. Meta data
- Supplier name
- IBAN
- Invoice number
- Reference
- Buyer VAT ID
- Supplier VAT ID
- Date of service
- Due date
- Invoice date
- Amount due
- Net amount
- VAT amount
2. Tax rate data
3. Line items (read only in line-item-invoice)
- Item
- Item name
- Unit of measurement
- Amount
- Discount
- Price
- Quantity
- VAT rate
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CASE SUMMARY
This example defines the PDF parsing method Detailed by line for the selected supplier, Post SLO, Ltd. For correct settings, follow the steps below.
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In the main menu, navigate to Settings | Subjects | Subjects.
Find the desired subject, here it is Post SLO, Ltd.
In the tree structure (left menu), click on ePosting | eServices, and in the Data section, select Line-item-invoice, as shown in the image below.
The data for eInvoice header will be returned the same for both PDF parsing methods: detailed by line and summarized by tax rate. You can loot at the different in the image below.
