- 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
A supplier invoice may contain its own tax number and your companies' tax number. To ensure Ocerra extracts suppliers Tax number, please add your own Tax number in Ocerra settings.
This can also help a better supplier name matching when the invoice is the first time in the system.
- Go to Settings - General and add your ABN or GST number to ensure Ocerra excludes it from the data extraction process: