Question

Quickfields Best Practices

Quick Fields

Updated November 19, 2015

asked on November 18, 2015

Does anyone have any suggestions on best practices for importing invoices from multiple vendors? I have reviewed the course material on Quick Fields Import but I just was wondering if anyone has advice on what best works for them.

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replied on November 18, 2015

If certain vendors are commonly used and their invoices have a predictable layout, then you may be able to create a document class for each common vendor that primarily uses Zone OCR processes to extract the information you need. Otherwise, if the invoices don't have any predictable structure, then you'll probably want to OCR the whole invoice and then use pattern matching to extract information.

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replied on November 19, 2015

We have a large list of vendors that we regularly have to run quickfields sessions to import their invoices. Does anyone have any recommendations that would make the process of importing all of the invoices go more quickly?

One idea we had was to perhaps group 10 or so vendors together and then have some sort of page recognition to decipher which vendor the invoice belongs to. Then, quickfields would be able to run the session to pick up the information on each vendor's invoice. This would allow us to import more invoices at a time.

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Quickfields Best Practices

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