Populating 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.

Note:

• You must verify that the company name is correct in theFoundationsandAccountingCompany objects.
• Ensure that the vendor has put the correct company name on the invoice to avoid any issues in the future.
• If the scanning process does not find any account, you must select the account and company in the Review and Edit window.
• If the scanning process detects a company or account on the invoice that does not match any existing records in the org, you must select the Account using the Review and Edit window and then create the payable invoice.

Fields Used for Vendor Account Recognition

Field	API Name	Notes
Account Trading Currency	c2g__CODAAccountTradingCurrency__c	Currency the vendor uses as default for transaction purposes.
Bank Account Number	(c2g__CODABankAccountNumber__c	Unique Identification number of the bank account associated with the vendor.
Billing Postal Code		Fields in the Billing Address section on the account record page.
Billing Street Name
Billing City		Field in the Billing Address section on the account record page.
Billing Country		Field in the Billing Address section on the account record page.
Finance Contact Email	c2g__CODAFinanceContact__c	The email of the contact person with the vendor.
Invoice Email		An email address to which the vendor account with the attached invoice is sent.
Invoice Email		An email address to which the vendor account with the attached invoice is sent.
Name		The name of the vendor account.
Phone		To improve account recognition, the phone number first has the country code with no parenthesis, spaces, and dashes. For example, +33.
Tax Registration Number	c2g__CODAVATRegistrationNumber__c	The identification number used for the tax purposes.
Website		The website address of the vendor.