Manual Training
The "Manual Training" object is related with the training process performed by uploading an invoice document and fulfilling the invoice data manually. The system does not need training for most invoice templates, this will only be necessary when the invoice layout is more complicated than most of invoices.
File Image à In this field you can upload the invoice document for which you want the system to be trained. Once the file is uploaded, the preview of the invoice document is displayed in the right side of the screen and you can continue with fulfilling the other fields as per the invoice data.
|
Field Name |
Meaning |
|
Invoice File |
In this field you can upload the invoice document for which you want the system to be trained |
|
Company Code |
Add the respective company code of the invoice file |
|
Vendor |
Add the vendor displayed on the invoice |
|
Invoice Date |
Fill the date displayed on the invoice |
|
Document Type |
Insert the document type, R or G, invoice or credit memo |
|
Invoice Nr. |
Add the invoice number |
|
G/L Account |
Add the G/L account you wish to assign this invoice |
|
Currency |
Fill this field with the currency of the amounts in the invoice |
|
Tax Code |
Assign the respective tax code |
|
Tax percentage |
This field is filled automatically after you choose the tax code |
|
· Total Tax Amount · Total gross amount · Total Net Amount
|
Add the amounts you see in the invoice preview on the right side of the screen |
|
VAT number |
Fill the VAT number displayed in the invoice |
Example
A correct invoice template is uploaded and the fields are completed manually with the invoice data in order to train the system
After fulfilling the necessary data, the ‘Train System’ button should be clicked to complete the manual training process.
The manual training should be successfully performed. The ‘Successfully Processed’ message should be displayed.
Note: This process should be repeated several times for the same invoice (ex. 5 times).