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.

Export Method 1:

Per invoice:

1 PDF
1 Header Data CSV
1 line item CSV

Export Method 2:

Per month:

1 PDF per invoice
1 CSV containing all line items and header data for all invoices

Export Method 3:

Export to a DocuWare cabinet:

Each invoice in a PDF format
All line items stored in a DocuWare table

Workflow Description

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 currency-symbols.csv DB Files can be found in : C:\ProgramData\CaptureBites\Programs\MetaServer\Data\DB

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.

Preparing your Solution

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.