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How can fields be hidden in AP Essentials?

Article # 3038658 - Page views: 49

Issue

What is the process of hiding a field in AP Essentials?

 

Cause

When verifying documents from a particular supplier, sometimes there are fields that are rarely or never included on the document. To alleviate the repetitiveness of clearing unused fields and to prevent AP Essentials from searching for a non-existent value (and possibly throwing a validation error), these unused fields can be hidden.

 

Solution

 

Field visibility settings are saved per supplier. Therefore, the buyer and supplier fields must be set before changing the visibility of any field

  1. Confirm the correct Buyer and Supplier are set
  2. Navigate to the field in question and delete any data currently in the field
  3. Complete the field (make it green) by pressing Tab or Enter
  4. Now the field can be hidden

 

Hiding a field
  1. Click the blue eye.png "blue eye" icon while verifying an invoice. Visibility icons appear to the left of each field.
    • grey eye.png No "blue eye" icon - indicates that you cannot hide the field because it is not complete and not empty, or the field setting does not allow an empty value.
    • blue eye.png A "blue eye" icon - indicates that the field will be visible the next time you verify an invoice from the current supplier.
    • strike eye.png A "blue eye" icon with a strike through it - indicates that the field will be hidden the next time you verify an invoice from the current supplier.
       
  2. Click the icon of the field you want to hide.
  3. Click OK in the dialog that appears to confirm that you want to hide the field.

The next time you verify an invoice from the current supplier, the field will be hidden and empty. You can temporarily view hidden fields at any time by clicking blue eye.png at the top of the field list. To display a hidden field again, follow the instructions below.



Displaying a hidden field
  1. Click the blue eye.png  "blue eye" icon while verifying an invoice. Visibility icons appear to the left of each field.
  2. Click the icon of the field you want to display so it looks like blue eye.png and a "blue eye"

The next time you verify an invoice from the current supplier, the field will be visible.
 

Level of Complexity 

Easy

 

Applies to  

Product Version Build Environment Hardware
AP Essentials Current      

 

References

Toggling Field Visibility
https://docs.readsoftonline.com/help...isibility.html

The Field view
https://docs.readsoftonline.com/help...ield_view.html

 

Article # 3038658
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