Setup

Configure Typless service

First you must register to Typless and retrieve the API key from your profile.

Then create a document type and configured it for the Incoming Documents you want to process

When setting the OCR Service’s type to Typless, you must fill in the API Key with the key and Document Type with the name of the document type created. You can fill if needed the selection criteria.

Setup fields for Unknown type

To process Incoming Documents with Unknown type, you should add the metadata field:

• document_type: Constant

Setup fields for Supplier Invoice type

To process Incoming Documents with Supplier Invoice type, you may add the metadata fields:

• company_name: String (optional)

• company_tax_identifier: String (optional)

• supplier_name: String

• tax_identifier: String (optional)

• currency: Constant (optional)

• number: String (optional)

• description: String (optional)

• invoice_date: Date (optional)

• payment_term_date: Date (optional)

• total_amount: Number

• untaxed_amount: Number (optional)

• tax_amount: Number (optional)

• purchase_orders: String (optional)

If you want to process also the invoice lines, you may add the line item fields:

• product_name: String (optional)

• description: String

• unit: String (optional)

• quantity: Number

• unit_price: Number (optional if amount is set)

• amount: Number (optional if unit_price is set)

• purchase_order: String (optional)

You can also active the “Vat rate net plugin” with untaxed_amount as Net amount field and total_amount as Gross amount field.