DocView Capture
Validation rules check values against each other: net plus VAT equals the total, the due date is not before the invoice date, a VAT number or a company number is given, no invoice number appears twice in a batch. Formatters tidy values first (amounts, upper case), validators check one value (UK VAT check digits).
Try it
Create a Batch Setup from this template (Batch Setups › New Batch Setup, tab System features), and download its sample documents from the template's card (Download samples). Then: Import invoices-to-check.pdf. The first invoice passes; the second's total does not add up; the third repeats the first invoice's number. Open Index / Validate to see the messages on the fields.
At a glance
| Region | Global |
| Industry | System features |
| Document types | Invoice |
| Workflow | Scan → OCR, separation & classification → Extraction & validation → Index / Validate → PDF generation & export |
| Straight-through processing | No — every batch is checked on screen |
| Separation | keywords at the top of a page |
| Output | searchable PDF with XML data |
| Dates read as | dd/MM/yyyy, d/M/yyyy, dd.MM.yyyy |
Use this template
- Go to Batch Setups and choose New Batch Setup.
- Filter by Global or search for "Validation rules", select it and choose Next.
- Name the Batch Setup, choose the export folder and create it.
- Try it with a few of your own documents on the Test tab, adjust fields and rules, then publish it — see Test a Batch Setup and Versions and publishing.
Document types and fields
Invoice
Recognised by words such as "invoice", "subtotal", "total due".
| Field | Type | Required | Found by | Checks |
|---|---|---|---|---|
| Invoice number | Text | Yes | pattern in the text | |
| Invoice date | Date | Yes | label "Invoice date" | |
| Order number | Text | label "Order No" | ||
| Supplier VAT number | Text | pattern in the text | UK VAT number | |
| Net amount | Amount | Yes | label "Subtotal" | at least 0 |
| VAT | Amount | label "VAT" | at least 0 | |
| Total | Amount | Yes | label "Total due" | at least 0 |
| Due date | Date | label "Due date" | ||
| Company number | Text | pattern in the text |
Validation rules
- Net + VAT = Total
- Due date after the invoice date (warning)
- VAT or company number
- No duplicate invoices — checked across the whole batch
See Validation rules to change them or add your own.
Adapt it to your documents
- Add or rename fields and change how they are found: Fields and data extraction, Finders and zones.
- Improve document type recognition: Document classes and classification, Samples and classifier training.
- Send the documents and data to your systems — folders and servers, SharePoint, Google Drive and other cloud drives, S3, document management (FileNet, Alfresco, M-Files, DocuWare), SAP, Dynamics 365, Salesforce, Xero, QuickBooks, SQL, REST or a C# script: Output and export, Cloud and business-system destinations.
- Arrange the data entry screen: Screen designer.