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Smart Extract+ - Processing

Smart Extract+ - if your document has triggered Smart Extract+ you'll see the Smart Extract+ icon here… Using Smart Extract… or manually, depending on your Auto Smart Extract setting.

Smart Extract+ - Statements

When this is selected, you will not be able to Smart Extract the document, as Smart Extract+ cannot extract… As normal, upload or email your document as a Bill and click Smart Extract… Head over to your Supplier and click Extraction Rules > Smart Extract

Smart Extract+ - Overview

Smart Extract+ may be triggered automatically or manually, depending on your Auto Smart Extract setting… Auto Smart Extract - the setting to automatically Smart Extract has been disabled within your Lightyear… What is Smart Extract+?

Smart Extract+ - Tax Rates

Smart Extract+ has the ability to extract and calculate your tax in ways our current Map technology can't… Extract Tax Rate button to enter up to five additional Tax Rates. … Extract Tax Rate button to enter up to five additional Tax Rates per Supplier.

Smart Extract+ - Bank Details

Because of how many variations of bank account details that exist across the world, Smart Extract+ needs… Head over to your Supplier and click Extraction Rules > Smart Extract… Smart Extract+ extracts what we call a Label/Field Pairing, so there may be scenarios where it's not

Smart Extract+ - Company Settings

If a map is not found, the document will automatically go to Smart Extract and extract with the Default… Auto Smart Extract… Smart Extract+ is enabled on all companies, but how you use it can be changed via two settings within

Smart Extract+ - Footer Fields

Because of how many variations of footer fields that exist across documents, Smart Extract+ needs to… Head over to your Supplier and click Extraction Rules > Smart Extract… Smart Extract+ extracts what we call a Label/Field Pairing, so there may be scenarios where it's not

Smart Extract+ - Credit Notes

As normal, upload or email your document as a Bill and click Smart Extract… Head over to your Supplier and click Extraction Rules > Smart Extract… Within the Upload modal, you can select Credit Note from the Document Type dropdown to automatically Smart

Smart Extract+ - Supplier Extraction Rules

When a document is extracted via Smart Extract+, whether the extracted Supplier Name automatically matches… Smart Extract+ will see the Australian Liquor Marketers (QLD) PTY… First, head back over to Manage Suppliers > Edit > Extraction Rules > Smart Extract.

Smart Extract+ - Additional Custom Fields

Within Manage Suppliers, click Edit > Extraction Rules > Smart Extract… This would look like the following: Smart Extract+ extracts what we call a Label/Field Pairing, so… Why Are My Fields Not Extracting?