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How are Dates Extracted and Displayed within AP Essentials (formerly ReadSoft Online)

Article # 3025932 - Page views: 206

Issue

How does AP Essentials (formerly ReadSoft Online) determine the correct date format for Invoices ?

 

Solution

There are actually 2 parts to this question:

  1. How is a date extracted (OCR'd) and then stored in the database ?
  2. How is a date displayed in AP Essentials (formerly ReadSoft Online) Office (Verify) ?
Extraction

During extraction, country specific date formats are used to OCR dates on the Invoice.  In other words, the Document Type will determine the format of the date and how that date is stored within the underlying database.  Example:  If you process Invoices through one of the US document types, then all dates will be extracted and stored in the database using MMDDYYYY format.  If you use one of the British document types, then all dates will be extracted and stored using DDMMYYYY format.  **Unless the Month is spelled out, and then there is no question on the format.

Display

AP Essentials (formerly ReadSoft Online) Office (Verify) displays dates based on the user's computer & browser settings, provided that language is supported by AP Essentials (formerly ReadSoft Online) (see Language Settings below).  If AP Essentials (formerly ReadSoft Online) does not support your configured language then [en-US] will be used.   Example: Although English (American, Australian, British, Irish) are supported English (New Zealand) is not and [en-US] would be used in this case.  Once you open an Invoice in Online Office, any dates will automatically be redisplayed based on the display format determined above.

Example:  You have an email address configured for one of the US document types, and you mistakenly send a British or Australian invoice to that email address.  In this situation any numeric date on that invoice will be treated as MMDDYYYY when it should have been DDMMYYYY because it was extracted using a US document type by mistake.  

 

Level of Complexity 

Moderate to High

 

Applies to  

Product Version Build Environment Hardware
AP Essentials (formerly ReadSoft Online)        

References

Language Settings
https://docs.readsoftonline.com/help..._settings.html

How to change the date format in the Verification view
https://knowledge.kofax.com/ReadSoft...ification_view

Article # 3025932
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