Smartscan settings can be managed directly via the setup under "AP Automation - Smartscan settings", allowing own IBANs, Chamber of Commerce numbers and VAT numbers to be adjusted without support tickets. These settings are crucial for automatically recognising and coding invoices correctly, by specifying own company details such as IBANs, Chamber of Commerce numbers and VAT numbers.
This prevents these details from being incorrectly attributed to suppliers, which avoids incorrect bookings. Users with the appropriate permission can edit and save these details directly, with the system checking for accuracy.
This section is intended for adding internal company references. The purpose of this is to exclude these references during the automatic recognition of invoices.
This article relates to AP Automation.
Introduction
Smartscan settings can be managed directly via the setup via under setup ->AP Automation -> Smartscan settings. This allows own IBANs, Chamber of Commerce numbers and VAT numbers to be adjusted without the need to submit a support ticket.
How does it work?
The SmartScan settings are used to automatically recognise and code invoices correctly. By specifying own IBANs, Chamber of Commerce numbers and VAT numbers here, this helps SmartScan to determine which data belongs to the own company or should not be used.
Why is this important?
When an incoming invoice is scanned, SmartScan searches for IBANs, Chamber of Commerce numbers and VAT numbers on the document. By indicating in these settings which of these details belong to the own company, the system prevents these details from being seen as belonging to the supplier. This avoids incorrect bookings.
Types of data
Within the SmartScan settings, three types of data can be managed:
Own IBANs
Own Chamber of Commerce numbers
Own 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 details (for example multiple IBANs, separated by commas) and click 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.