Using Summarized by tax rate PDF parsing method (Vat-Rate-Invoice)
Standard ePosting offers the use of two PDF parsing methods.
This example presents using the vat-rate-invoice method, as shown in the image below.
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CASE SUMMARY
You want to import an invoice for Post SLO, Ltd., getting lines summarized by tax rate. Follow the process in two steps:
- Set up/check the PDF parsing method
- Import the invoice
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1. Setting up the PDF parsing method
First, set up or check the desired PDF parsing method for the selected subject. In this case, the method is vat-rate-invoice, as shown in the image below.
Follow the procedure for setting up the PDF parsing method.
Continue with importing the invoice.
2. Importing the invoice
Upload the document to Documentation.
To get an eInvoice, in the toolbar, click on the Wizards button and in the menu select the option to run the ePost OCR workflow.
When the workflow finishes, the eInvoice is received in Documentation.
Continue with importing the eInvoice to PANTHEON. In the toolbar, click on the Wizards button and in the menu, select the option to run the desired ePost Import workflow.
A form opens to import the eInvoice. You have to check and fill in any missing data or correct it. Here, two fields need to be filled in manually: VAT Date and Date Due.
Some data is read directly from the invoice, while other depends on PANTHEON logic:
- External IDs: in this example, PANTHEON imports only the Tax Summary lines. The tax rate percentage is applied from a field with an external ID. There are only two tax rates on the invoice: 22% and 0%, so only two lines are imported.
- ID: There are different way how the program reads IDs:
- External IDs Only
- Search by External IDs and Item ID
- Search by External IDs
- Find in previous import
In this example, the program recognizes the Subject ID. Settings for this can be found in the Items register, as shown in the image below.
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HINT
If in Items, no special settings are made, you can select the ID manually. These settings enable that the register of external IDs is automatically filled in, as shown in the image below.
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Finally, click on the Import button and create a received invoice.
The number of imported document can be seen on the Links tab. Double-clicking on the document number opens a window with that invoice.
An invoice is created in the Document Type seen in the eInvoice Import field.
The received invoice in PANTHEON based on an imported eInvoice has as many lines as there are different tax rates on the invoice.
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HINT
At importing an eInvoice into PANTHEON, check all data and manually correct it if necessary. This enables machine learning and improves recognizing future invoices.
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