Smartscan settings can be managed directly via the setup under "AP Automation - Smartscan settings", allowing for custom IBANs, Chamber of Commerce numbers, and VAT numbers to be adjusted without support tickets. These settings are crucial for the automatic correct recognition and coding of invoices by specifying company data such as IBANs, Chamber of Commerce numbers, and VAT numbers.
This prevents these details from being incorrectly attributed to suppliers, which avoids erroneous bookings. Users with the appropriate permissions can edit and save this data directly, with the system checking for accuracy.
This section is used to add company own references. The purpose is to exclude these references during the recognition of the invoice.
This article is relates to AP Automation.
Introduction
Smartscan settings can be managed directly in the setup via under setup -> AP Automation -> Smartscan settings. This allows for custom IBANs, Chamber of Commerce numbers, and VAT numbers to be adjusted without the need to submit a support ticket.
*The SmartScan settings are only visible and editable for users with the appropriate permissions.
How does it work?
The SmartScan settings are used to automatically recognise and code invoices correctly. By specifying custom IBANs, Chamber of Commerce numbers, and VAT numbers here, SmartScan helps to determine which data belongs to the company and which should not be used.
Why is this important?
When an incoming invoice is scanned, SmartScan looks for IBANs, Chamber of Commerce numbers, and VAT numbers on the document. By indicating in these settings which of this data belongs to the company, the system prevents this information from being seen as belonging to the supplier. This avoids erroneous bookings.
Types of data
Within the SmartScan settings, three types of data can be managed:
Custom IBANs
Custom Chamber of Commerce numbers
Custom VAT numbers
For each field, multiple values can be entered, separated by commas. It is important to check that the data is entered correctly, without extra spaces or invalid characters.
How does editing work?
The fields are directly editable. Click on a field, add the desired data (for example, multiple IBANs, separated by commas), and click on Save. The system automatically checks whether the entered values are correct. In case of an error message, it will indicate what needs to be adjusted before the data can be saved.