Setting up the method of PDF parsing

The method of PDF parsing defines which data is read from the invoice.

The 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.

1. PDF parsing method

Standard users can select between two predefined methods of PDF parsing:

• detailed by line item (line-item-invoice)
• summarized by tax rate (vat-rate-invoice)

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.

Detailed by item line method imports all lines on the invoice, 1:1.

2. Similarities and differences between parsing methods

The data in the e-invoice header is returned the same by the eWorkflow for both parsing methods, as evident from the metadata.

Metadata is additional information that identifies the document in more detail, such as supplier name, IBAN, invoice number, VAT ID, due date, invoice date, amount due, etc.

The image below shows which data is read when using the respective parsing method.

The main difference between the two is in the import of the invoice lines, which depend on the settings of the parsing method.

HINT When recording the invoices received for payment and the tax records, it is recommended that you enter the invoice items as types of costs, with totals by tax rate. In other cases, the items of the e-invoice are mapped to the individual items on the supplier's invoice with the quantity and price.

3. Use case for setting up the method of PDF parsing

For a use case showing how to set the PDF parsing method for an individual subject, see the chapter Setting up the method of PDF parsing (use case).