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Editing Extraction Fields

The Extraction Configuration settings control which fields are extracted from the invoices on the Review screen.

To edit your extraction fields:

  1. Click Settings > Extraction Configuration. The following screen displays. All fields are selected by default.


Figure 1. Extraction Fields

  1. Select the fields that you want to extract from invoices.
  2. For the Minimum Confidence Level, use the slider to adjust the value for each extraction field. This is the minimum value for an extraction field to be automatically processed.

You can select these fields as needed to extract the necessary data in the Review screen. When all fields meet the minimum confidence levels, then the invoice is automatically processed without manual review.

 

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