Help Centre › Building Processes
Extract and validate invoice data from a document.
Add it to a process
In the process designer, open the Add step tab. Find Extract invoice data under Document Processing › Invoice, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| File path | Yes | Enter the file path, or use a variable such as {folder::desktop::path}\file.txt. |
| Variable | Yes | Name of the variable where the result will be stored |
| Cache | Yes | How this invoice should be cached for faster loading and processing Choices: Always, Only if valid, Never. Default: valid. |
| From | No | Expected issuer/vendor names (comma or newline separated) for validation |
| Receiving company | No | A comma-separated list of the receiving company / companies (not the issuer) |
| Minimum PO number | No | The lowest allowed purchase order number for this invoice |
| Maximum PO number | No | The highest allowed purchase order number for this invoice |
| Min po nr | No | Minimum valid purchase order number for validation |
| Max po nr | No | Maximum valid purchase order number for validation |
| Currency | No | Select the invoice currency. Leave blank to allow multiple currencies Choices: AED, CHF, EUR, GBP, INR, JPY, USD, ZAR. |
| Language | No | Select the invoice language. Leave blank for multilingual |
| Supplier history | No | Use the company's supplier history (only when the company has it switched on): record this document in it and check it against the supplier's earlier documents, and read an ambiguous date (03/04/2026) the way this supplier writes dates. The check never fails the step; the answer is in {supplierCheck}. Default: false |
| Keys | No | Rows of the repeating band. Persisted as the sibling arrays app.keys, app.operators, app.values. |
What it gives back
{invoice}{supplierCheck}– The supplier history's answer, when supplier_history is on
See all Document Processing steps.
Errors
| Error | Description |
|---|---|
| File not found | The file does not exist |
| Extraction failed | Could not extract invoice data |
Tips
- Supports PDF, images, and scanned invoices
- Use Company to improve accuracy for known vendors
- Set PO number range to validate purchase order numbers