MetaServer > Solutions > Vendor Invoices
010-010 MetaServer Solutions – Vendor Invoices
The “Vendor Invoices” solution processes incoming invoices, extracts header data and line items.
This solution is configured to export the invoices and their corresponding metadata in several ways.
NOTE: As we configure more export formats, we will add them to the pre-configured solution.
Workflow name:
CB – INVOICES, FACTURES, RECHNUNGEN
Samples folder: | C:\META-DEMO\MFP\INVOICES, FACTURES, RECHNUNGEN |
Watched folder: | C:\META-IN\MFP\INVOICES, FACTURES, RECHNUNGEN\SINGLE |
Output folder: | C:\META-OUT\MFP\INVOICES, FACTURES, RECHNUNGEN |
Database files included: |
vendors-fournisseurs-verkäufer.csv DB Files can be found in : |
IMPORTANT: To export to DocuWare, you’ll need a DocuWare subscription and map the MetaServer header and line item fields with the index fields and line item table of your Invoice cabinet.
For more detailed instructions how to apply for an Azure Form Recognizer key, please refer to the Extract Text (Azure Form Recognizer) online help page.
IMPORTANT: It’s required to enter your Azure Form Recognizer resource key, end point and location in:
Action 6 -> Rule 1, the Extract (Azure Form Recognizer) rule’s setup window.
Since the “Vendor Invoices” workflow uses default values for the import and export paths and the vendor database, please make sure to go over the following questionnaire so you can tailor the solution to your customer’s needs:
Import:
1. What folder will your scanner or MFP scan vendor invoices to?
2. If you import vendor invoices from email, please provide the following details:
-
- Email account type? Office 365, Gmail or IMAP?
- Recipient email address and password?
- If IMAP, IMAP server and port
Output:
3. Do you want to output line items or only header data?
4. Do you want to output the data in a specific XML or CSV format?
-
- If yes, please provide us a working CSV or XML sample with corresponding vendor invoice.
5. If you export to a folder structure, what folder(s) do you want to output PDF files and corresponding metadata?
6. If you want to export directly to an ERP or Content Management System, please provide the name of the system and link to the integration instructions.
Database:
7. Do you have an exisiting database that includes your vendors’ information?
- If yes, what type of database? SQL Server DB, CSV, etc.? Is this database regularly updated?
- If no, do you wish to create and update a vendor database?
MetaServer Downloads
You can download the latest version of the MetaServer Service and Clients and the solution from the installers listed below. These installers can also be found on our downloads page.
Installers without sample workflows or images
Solution Installer
MetaServer:
Version 3.1.27.54
Workflow:
Installers without sample workflows or images
MetaServer:
Version 3.1.27.54
Solution Installer
Workflow: