Recognition process

Automatic recognition of the invoice's header fields is based on Kofax Transformation Modules (KTM) and is only applied to the first page of the invoice.

Fields that are automatically recognized:

• Supplier/customer, based on VAT number and/or bank account
• Invoice number
• Invoice date

Can’t be older than 6 months and not in the future

• Due date
• OGM (is checked on validity)
• Currency
• Net amount
• Vat amount
• Total amount

In the appendixes, you can find the general recognition rules.
Specific checks can be found in the appendixes for

• Invoice type
• Due date
• Currency

It is important that your supplier/customer database is up-to-date, this to improve your recognition rate. The VAT numbers and bank accounts are used by Kofax to search for the invoice’s supplier code. The VAT number is only used for searching the customer code.