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Discussion

Smart Invoice Capture Sunset/EOL and Smart Fields as a replacement

posted on September 5

Hello, 

 

With the news that Smart Invoice Capture has been marked as EOL next year and the recommendation to replace it with Smart Fields, I'm wondering if Laserfiche has any published information/guidance/best practices on the most effective prompts specifically for capturing invoice related metadata. Since these types of documents have notoriously inconsistent formats presented by these types of documents it would be very helpful to have the best practices in prompt configuration. 

 

Thanks in advance, 

 

Brian

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replied on September 6

I just finished a building a Bank Statement template with fields Date Debit Credit and Total Balance of Credits in LF Cloud Account and I used smart fields to extract the data.

 

First, I separated the pdf file into single pages then applied the template to the page and gave me multi - Valued fields I used prompts "for each date Extract amount in the Credit Column if blank insert "-" ".  Since I know that date appears each transaction and in order to read the line. I prompt the DETAILS Field because it was multi lines "for each date Extract ALL LINES IN DETAIL CLOMUN"  However when you loop through the multi value fields using Indexes I would was not able to match up the amounts to each date. So I Prompted to insert a "-" dash for debit or credit if it was Blank. Hence, I got a perfect match. To extract the right fields prompt with plain english Document Type field in the description "Read the document and determine the type of "  Ask Co-pilot for suggestions.

Answer is Smart Invoices can easily be consumed by Smart Fields    

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