You can use regular expressions to detect information on invoices that can be used to automatically code invoices. You set up a string matching rule containing regex syntax to determine a pattern in the extracted information.
Using that rule, Yokoy scans every uploaded PDF invoice for a string that matches the syntax defined in the regex pattern. It then compares this string with the values of the matched object attribute across all object records. If a match is found, the corresponding object is retrieved and populated in the defined target field.
Using regex rules, you can:
When you set up a string-matching (regex) rule, you define:
Field | Description |
Regex syntax | Regex expressions is a special type of language that allows us to recognize certain patterns.
|
Matched object attribute | Specifies the data field Yokoy checks against the string extracted by the regex from the invoice. This can be specific fields from the user profile, cost object, or category. |
Target invoice field placement | Specifies where the target field is located. This can be in the invoice header or the invoice line item. |
Target invoice field | Indicates the invoice field to which the matched value is assigned. It can be submitter, cost object or category. |
When all mandatory fields have been successfully configured, you can activate your newly created configuration.