How to Use SmartCapture

SmartCapture uses Optical Character Recognition (OCR) technology to read invoice images and automatically code certain invoice fields. This is the default coding option for invoices. There are two types of SmartCapture:

• Header-only
• Header and Line Item

Header-Only SmartCapture

This is the default SmartCapture type. Invoices automatically enter this process when uploaded. Invoices undergoing this process display a Capturing message in the document panel and a notification message above the invoice image pane. 

Header-only SmartCapture codes the following fields:

• Legal Entity

• Invoice Number

• Vendor Name

• Vendor Account Number

• Invoice Date

• Invoice Due Date

• Purchase Order Number

• Invoice Subtotal

• Invoice Total

• Taxes

Header and Line Item SmartCapture

This type of SmartCapture codes all header fields and the following line item fields:

• Description

• Unit Cost

• Quantity

• Line Item Total

Speak to your Customer Success Manager to enable this feature.

After SmartCapture

Once the SmartCapture process is completed, invoices will automatically move to the New tab and be assigned to the user who uploaded the invoice.