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Question

Question

Automatic document classification.

asked on October 22, 2014

What is the best way to classify documents for an AP process when any given week the customer has several different vendor invoices or PO or checks? Some vendors they only process once so setting up zone OCR for these documents might be counter intuitive. 

 

This is my first time building this part of Laserfiche so any advice would be appreciated. 

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Replies

replied on October 22, 2014 Show version history

The best advice I could offer is don't try to capture every piece of data with QF. Say you have 100 different document layouts with your invoices and 2000 invoices total in an average month. In that scenario I'll bet 5-15 documents of those 100 will account for 1500-1700 of the total amount of invoices. So those are really the only ones you want to be concerned with inside Quick fields. 

The rest of your process will most likely happen in the Laserfiche Client by creating an easy to use filing workflow that allows your customer to file away the other 25% manually in a quick and efficient manner. 

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