Useful Information About IDR

Follow these recommendations for sending emails to IDR and testing the feature.

Emailing the Documents

Supported Invoice Types

Intelligent Document Recognition supports Standard Invoices and Credit Memos.

Supported Document Types

Intelligent Document Recognition supports the following document file extensions:

• .pdf

• .tif

• .tiff

• .png

• .jpeg

• .doc

• .docx

Attention: While emailing the documents, ensure the following:

Attaching Invoices

You can organize invoices within the attachments in the following recommended ways.

Method	Usage
Single invoice attachment	Recommended for supplier-emailed PDFs.
Multiple invoice attachments	Recommended for supplier-emailed PDFs or scanned documents.
Multiple invoices in one attachment	Separate each scanned invoice by a blank page. For this method, every page in the document must be an image.

Note:

• The first page of the document should be the first page of the invoice. It shouldn't have cover pages.
• Maximum attachment size is 30MB per email.

Supporting Documents with an Invoice

You can include supporting documents (such as receiving documents, contracts, notices, and others) with the invoice. To ensure that IDR only extracts invoice information from the invoice itself, include a page separator with the text Invoice Supporting Documents. See the example separator page in How to Attach Supporting Documents to the Invoice through the Invoice Imaging Solution (Doc ID 2017464.1) Supporting documents are imported along with the invoice and visible in the interactive invoice viewer.

Caution: While including supporting documentation, ensure that it's in the same file along with the invoice. If the email includes the supporting documentation in a separate file attachment, IDR treats it as another invoice attachment, and tries to process it as an invoice.

Use of Underscores in Email Subject

Don't include the underscore (_) on the subject line of emails to IDR because the application treats the symbol as your intent to populate routing attributes on the invoice.

Testing and Validating IDR

After you enable IDR in production, you should test it to receive the highest recognition rates possible. Following a proven test plan helps you achieve this goal. The most common reason for low recognition rate is insufficient testing.

You should test with a wide variety of invoices, with a focus on regular (weekly/monthly) invoices. This helps you identify any changes you need to make before moving to production.