- Ocerra looks for the tax number (ABN/GST) on the invoice as one of the ways to match supplier name on the invoice layout for the very first time.
- If a supplier name was matched manually with the invoice layout, a tax number extraction can be ignored.
Example of the Tax Number extraction
Tax Number field and supplier matching process
- A Tax Number is used to help the system match supplier name when it gets to Ocerra for the first time.
- Any other unique information can be captured to the Tax Number field to help with the matching process. For example, a phone number can be used if a Tax Number is not found.
- If a supplier name was matched manually, this field can be ignored. This Tax Number field is not used for any other purposes.
- A Tax number may not be extracted in full or correctly, this is normal. Due to the Tax Number field is not playing a critical role in exact data extraction, we do not need to train it.
For example, this is a normal extraction behavior for the tax number field:
Adding your Tax number to Ocerra settings
- Go to Settings - General and add your ABN or GST number to ensure Ocerra excludes it from the data extraction process: