SECTIONSPopulating the Account Lookup Field
When scanning the invoices, the OCR service provider uses the vendor account information in the following fields to recognize the vendor accounts and populate the Account field in scanned payable documents.
Key: M – More likely to provide exact account results.
| Field | Notes | |
|---|---|---|
| Account Name | ||
| Bank IBAN Number | M | |
| Billing Street | Fields in the Billing Address section on the account record page. | |
| Billing Zip/Postal Code | ||
| M | The email address associated with the finance contact of the account. | |
| Input VAT/GST Code | M | |
| Phone | M | To improve account recognition, the phone number should first have the country code with no parenthesis, spaces, and dashes. |
| Website |