Invoice Capture Center

User's Guide

Invoice Capture Center

User's Guide
Rev.: V7.5 (2014-09-24)
Open Text SA
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Open Text Corporation
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other trademarks, registered trademarks, product names, company names, brands and service names mentioned herein are property of
Open Text SA and/or Open Text ULC or other respective owners.
RecoStar is a registered trademark of Open Text Document Technologies GmbH
ACKNOWLEDGEMENTS
Portions copyright 2003-2014 AllMyPapers.
Portions copyright 2014 Artifex Software Inc.
This software is based in part on the work of the Independent JPEG group.
Portions copyright 2001 URW++. All rights reserved.
This work uses Boost C++ libraries.
SAP, R/3 and SAP CRM are registered trademarks of SAP AG.
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the United States and/or other countries.
Artifex, the Artifex logo, Ghostscript, and the Ghostscript logo are registered trademarks of Artifex Software Inc.
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All other products or company names are used for identification purposes only, and are trademarks of their respective owners.

Disclaimer
No Warranties and Limitation of Liability
Every effort has been made to ensure the accuracy of the features and techniques presented in this publication. However, Open Text
Corporation and its affiliates accept no responsibility and offer no warranty whether expressed or implied, for the accuracy of this
publication.

Contents
1

Introduction

Validating Documents

2.1
2.2
2.3
2.4
2.5
2.6
2.7
2.8
2.9
2.10
2.11
2.12
2.13

2.14
2.15

Overview ..................................................................................................................... 3
Fields ........................................................................................................................... 4
Starting Validation ...................................................................................................... 4
Opening an Application ............................................................................................... 5
Opening Documents .................................................................................................... 5
Field Mode .................................................................................................................. 5
Table Mode.................................................................................................................. 7
Capturing Table Rows Automatically ......................................................................... 8
Searching Vendors....................................................................................................... 9
Marking Invoices for Training .................................................................................... 9
Terminating Validation ............................................................................................. 10
Rejecting a Document ............................................................................................... 10
Correcting Documents Using the Mouse ................................................................... 11
2.13.1 Capturing Data Using Single Click Entry ................................................... 11
2.13.2 Capturing Adjacent Words Using the Mouse .............................................. 12
2.13.3 Capturing a Text Block Using the Mouse ................................................... 12
2.13.4 Capturing Arbitrary Words Using the Mouse ............................................. 13
Capturing Data Using the Keyboard ......................................................................... 14
Working with Table Fields ........................................................................................ 14
2.15.1 Adding Table Rows..................................................................................... 14
2.15.2 Deleting Table Rows ................................................................................... 15

Configuring the Validation Client

3.1

3.2
3.3

3.4
3.5

17

Changing Layout of the Validation Window ............................................................. 17

3.1.1 Showing the Fields Above the Document ..................................................... 17
3.1.2 Arranging the Fields in Several Columns ..................................................... 17
3.1.3 Showing the Field Names Before or Above the Fields ................................. 17
3.1.4 Switching to Table Mode .............................................................................. 17
Changing User Interface Language ........................................................................... 18
Controlling Document Presentation .......................................................................... 18
3.3.1 Enlarging or Reducing the Document ........................................................... 18
3.3.2 Rotating the Document ................................................................................. 18
3.3.3 Adapting the Document to the Size of the Document View ......................... 18
Modifying Field Group Colorizing ............................................................................ 19
Advanced Options ..................................................................................................... 19
3.5.1 Deactivating the Polling Animation .............................................................. 19
3.5.2 Activating an Additional Key as TAB Key ................................................... 19
3.5.3 Activating "Click to Submit" in the Image View .......................................... 19

Keyboard Shortcuts

21

Index

25

Invoice Capture Center User's Guide

Contents iii

iv Contents

Invoice Capture Center User's Guide

Introduction

Invoice Capture Center is a product that extends Open Text Vendor Invoice Management by automatic extraction and
manual validation of invoice data.
Invoice Capture Center comprises a Recognition Cluster and several Validation Clients. The Recognition Cluster
consists of a Server and optionally additional Recognition Nodes. The Recognition Cluster gets recognition jobs from
SAP, fetches the corresponding invoice images from the archive, performs data extraction, and returns its results to SAP.
Depending on the configuration of Vendor Invoice Management, all or selected invoices then become available for
validation at one of the Validation Clients:

After installation, Invoice Capture Center will be customized for the needs of your company by creating and configuring
applications. An application processes invoices of a specified recipient country with some fixed parameters, e.g. archive
document types. Often several applications for different types of invoices will be needed. When the applications have
been developed and tested, they will be transferred to the SAP Production System and become available for Validation
Clients.
When you start a Validation Client, you will have to log in to SAP first. When you have logged in successfully, the
Validation Client will then check whether new applications or new versions of already existing applications are available
and will download them, if necessary.
You must then open a suitable application comprising archive document types you are authorized to work on. Your
system administrator will tell you which applications you may use. If you open an application you are not authorized for,
the Validation Client wont get any invoices for correction.
If no invoices are available for you, the program window will indicate that the Validation Client is waiting for data. If
your authorization comprises more than one application, you could switch to another application in this case.

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Introduction 1

Validating Documents

2.1

Overview

With Invoice Capture Center, recognition results can be checked and corrected easily:

With this form you can check and capture image data conveniently and quickly. The form layout described below is the
default layout. Arrangement and titles of the fields can be changed to suit individual requirements. In addition, the
available fields depend on the country setting of the current application; in the above example, an application for US
American invoices has been opened. This is why the following description is of a generalized nature.

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2.2

Fields

With the Validation Client of Invoice Capture Center, you check, correct, or enter field values. The Fields view shows a
list of all fields that are available for the recipient country of the current application and possibly additional fields added
during customizing.
Some of the fields are optional. For an optional field, Invoice Capture Center doesnt check whether it contains a value;
Thus it can remain empty, e.g. if the respective field is not present on the current invoice.
Other fields are mandatory. A mandatory field will indicate an error (a yellow icon with an exclamation mark) as long as
no value has been captured.
For some fields, e.g. for date and amount fields, the format of the value is checked. Such a field will indicate an error, if
it contains an invalid value.
When you try to submit the invoice, as long as there is at least one erroneous field, you will be asked for confirmation.

2.3

Starting Validation

To start Validation, click Validation in the Invoice Capture Center program group of the start menu, or double-click the
ICC Validation shortcut on the desktop.
The SAP Login dialog is shown. If you already worked with Validation, the login data of the last session will be
shown:

Select a system from the System drop-down list and enter user name and password.
The Language field does not take effect with this release; you can leave this field empty.
With a click on Check Login you can check whether the login data are valid for the specified SAP system.
Note: If the System drop-down list is empty, the system has not been configured completely. Please inform your
system administrator.
As soon as login has completed successfully, the available applications will be imported from the SAP system. A
progress bar will be shown until importing has completed:

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2.4

Opening an Application

When you have just logged in, the Validation window will be empty. Before you can edit documents, you must open an
application.
To open an application:
1.

Click the Invoice Capture Center button in the top left corner of the program window.

2.

Select Open Application to show a list of all available applications. At each application, the number of
documents waiting for validation is shown.

3.

Click the respective application.

2.5

Opening Documents

To open a document, click Open in the Validation group of the Application tab. Take notice that the Open
command is followed by the number of waiting documents enclosed in parentheses.
If you have just completed validation of a document you can click on Submit+Open instead. This will submit the
current document, and open the next document.
While Validation tries do download a document from SAP, the program window will show Waiting for data.
If no data are available, you may want to exit or to switch to another application. In this case click Stop on the program
window. Afterwards click the Invoice Capture Center button in the top left corner of the program window, and then
click Close Application. Afterwards you can terminate the program or open another application.
As soon as a document could be fetched from SAP, it will be shown in field mode layout.

2.6

Field Mode

When you open a document, the fields and the document image are shown in field mode layout:

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The above example shows the default layout:

The Fields view is shown on the left side arranging the fields in a single column.

The Image view displaying the current page of the document is shown at the center.

Thumbnails of all document pages are displayed at the right border.

The View group of the Application tab permits to modify the layout. E.g. you can arrange the fields in a different
number of columns, or show the fields above the document image.
All fields are always highlighted with a background color:

Green: data are correct and do not require correction, or the field is optional.

Red: data are incorrect and need to be corrected; an error message will appear at the bottom of the Fields view.

Fields that need to be corrected show a yellow symbol with an exclamation mark. You must correct all these fields
before you can submit the document.
The vendor number is determined by searching data found on the invoice against a database. Sometimes several
matching database records are found. A green plus sign ( ) preceding the field indicates that alternative results are
available. In this case a click on the down-arrow at the field value opens a list showing the vendor number and the
corresponding data, e.g. vendor address data, for all available results. Click the row that matches the invoice.
The company code field, which is only present if the application is configured for automatic company code
determination, may also present alternative results in the same way.
The PO Number List field is a list box field. This field may contain several PO numbers and has a special behavior.
Here again a plus sign indicates that several additional values are present while only the first one is shown. When the
field is selected, all values are shown as a list box:

In contrast to other fields, the PO Number List field field remains selected when you capture a value using the mouse
or the keyboard. In addition, you can select and remove values. The tooltip shows the actual field value which is a
comma-separated list. On the image, all values that were extracted automatically or have captured using the mouse will
be highlighted. To switch to a different field, use the TAB key, or select a field using the mouse.
All data fields are assigned to one of seven field groups. There is a Vendor Group, a Recipient Group, a Ship-To Group,
and a Remit-To Group. All amount and tax rate fields are assigned to an Amount Group, all remaining header fields to a
Standard Group, and all fields of the line items table are assigned to a Table Group.
When a non-empty field is selected, the field value on the document is by default highlighted in light green color if the
field state is OK; otherwise it is highlighted in light red color. If a table row is selected, it is by default highlighted in
light yellow color.
The values of the other non-empty fields of the corresponding group are also highlighted in a color depending on the
group. E.g. if you select an amount field, all field values of fields of the Amount Group become highlighted with the
color defined for this group. This provides an overview of all field values of a group and makes it easier to check
whether all fields were captured at the correct position.
You can modify the color used for each field group and for selected fields using the ICC Options dialog box.
If you click Submit or Submit+Open while there are still erroneous fields showing the yellow symbol with an
exclamation mark, the Validation Client will ask for confirmation.
The Image view displays the current page of the invoice. Image details can be inspected exactly and easily using the
zoom function.

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To correct the invoice line items, you should switch to Table mode using the F8 function key.

2.7

Table Mode

To correct the invoice line items, you should switch to Table mode using the F8 function key. In this mode, the table
field with its rows and columns is shown above the document page:

You can capture data and navigate through the table cells in the same way as in Field mode.
To insert a table row above or below a certain row, you can click on one of the green plus signs preceding the respective
row. You can also select a row and use CTRL+N or CTRL+M to insert a row above or below the selected row, or use
the buttons in the Invoice Items group of the Application tab.
If many table rows are missing or contain empty or erroneous cells, you can use TAC (Table Auto-Completion) to
capture the whole table after capturing a single row manually.
Take notice that application configuration determines whether the invoice items table is shown. It may never be shown, it
may always be shown, or it may only be shown if the PO Number List field is not empty.

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2.8

Capturing Table Rows Automatically

If a table field is completely empty, if parts of a table are missing in the table field results, or if many table cells are
empty or erroneous, you don't need to capture all affected cells manually. The Validation Client permits to capture the
whole table automatically after you captured only a single row (TAC = Table Auto-Completion).
Often table auto-completion will capture the whole table correctly. Therefore performing table auto-completion will
often be much faster than correcting all errors manually.
To capture table rows automatically:
1.

Click TAC initialize in the Invoice Items group. The command is now shown in red color indicating that you
started the table auto-completion process.

2.

Capture all cells of a single table row using the mouse.

3.

If the table contains rows with different structure, you can capture additional rows as needed.

4.

Click TAC complete in the Invoice Items group. The Validation Client uses the captured rows to extract the
whole table and replaces the current contents of the table field with the found rows.
Important
While you initialize table auto-completion, you must capture all table cells with the mouse click (Single Click
Entry). If you enter a value using the keyboard, the algorithm won't know the position of the value on the
document and will thus be unable to find the respective table column.

Typically you will capture the first row manually. If this row doesn't contain a value in one of the columns, the values of
this column will be missing in all rows because the algorithm doesn't know where to find the column. In this case capture
any table row that contains a value for all columns present on the invoice. Table auto-completion will search table rows
upward and downward and will thus find all table rows.
Sometimes table auto-completion won't detect the last part of a table if the table structure changes or if a table is
continued on a following page.
To complete the lower part of a table:
1.

Click TAC initialize in the Invoice Items group. The command is now shown in red color indicating that you
started the table auto-completion process.

2.

Capture the first missing row using the mouse.

3.

Click TAC downward in the Invoice Items group.

The algorithm will then fill the following rows while the upper part of the table, which has already been captured,
remains unmodified.
You can use table auto-completion even on complex tables, e.g. on tables where in a single column the values consist of
several lines. Often it will even work correctly if only a single of these lines has been captured.

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2.9

Searching Vendors

To determine the vendor of an invoice, click Vendors in the Validation group. The Vendor Search dialog box opens
and shows a list of all vendors that are available in SAP for the company code that is currently assigned to the invoice.
Select the correct row and click OK, or double-click the respective row.
If the list is long, you can use filters. The filter row is shown below the header row. To specify a filter, enter text at a
column into the filter row, and then click Search. With a question mark you can specify that any character may appear
at the respective position. With an asterisk you can specify that any string may appear. For example, if you enter f* as
filter at the company column and click Search, the list will only show rows where the company starts with an F. If you
specify filters at two columns, the list will only show rows where the column values of both columns match the specified
filter. If use of upper or lower case is important, enable the option Case sensitive.
If you just used a filter and now need to see the complete vendor list, delete all filters and click Search.
To reduce download time, as default only the first 100 rows matching specified filters are downloaded. If you need more
rows, change the value of the option Maximum number or rows.
If the vendor list is very long, you should work with filters because only rows that match the specified filters will be
downloaded. If you use the company name or a part of the street name followed by an asterisk, you often will get just a
few rows or sometimes even a single row with the correct vendor.
To adjust a column width, go to the header row and drag the border line at the left or right border of the respective
column with the mouse.
As default, the dialog shows a few columns that should help you to determine the correct vendor, especially columns
with address data. If you need other columns to be shown, click on the header row of the list with the right mouse button
and on the appearing menu click the name of the column you want to add or remove.
To sort the list according to a specific column, click the respective column header. A little arrow symbol will indicate
that the list is now sorted according to the column. To switch between ascending and descending order, just click the
column header again.

2.10 Marking Invoices for Training

Optionally, an application may use an adaptive method to find some field values. To be able to extract field values, these
adaptive methods need suitable sample invoices that have be trained beforehand, and recognition rate can be increased
by training suitable invoices repeatedly.
If adaptive methods are used, Mark for training will be enabled in the Validation group of the Application tab. If
you click this command, the current invoice with its extraction results will be stored in VIM when you click Submit,
and these data can later be used to perform training.
In this case, ask your administrator in which situations you should click Mark for training before submitting an
invoice.

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2.11 Terminating Validation

If you want to terminate working, use Submit when you have finished validating the current document. The document
will be submitted without opening a new document. You can then terminate Validation by clicking Exit on the
application menu.
If you have to terminate immediately and cant completely validate the current document, click Cancel in the
Validation group. The current document will then be closed. Changes you already made will be discarded, and the
document will again be available for validation.

2.12 Rejecting a Document

If you detect that the current document cant be processed, e.g. because image quality is so bad that you cant decipher
the field values, or because some invalid document that is not an invoice or credit memo was scanned erroneously, click
Reject in the Validation group.
The Enter Reject Reason dialog opens where you can specify your problem. Open the Action required drop-down
list, and then click the respective reject reason:

If the current document must be deleted because it is no invoice, select Mark for deletion.

If image quality is so bad that you cant read the required data, select Mark for rescan.

In all other cases, select Reject, and enter a description of the problem into the second field. A drop-down list
permits to select a text that you entered previously.

When you confirm the dialog, the document will be submitted together with an error code, and, in case you selected the
Reject action, with the description you entered. The administrator can then take the appropriate action.

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2.13 Correcting Documents Using the Mouse

2.13.1 Capturing Data Using Single Click Entry
With Invoice Capture Center, you can use Single Click Entry, the patented Open Text technology, to capture data very
fast and comfortably with the mouse. In most cases, you can capture a data field with a single mouse click.
When the pointer hovers over the document image, it carries a tool tip showing the name of the currently selected field:

If the field already contains a value, the current value is also shown. If the location of the value is known, the area is
highlighted by colored background:

As soon as the pointer hovers over text, the tool tip will show the recognition result that could now be captured. At the
same time, the corresponding area on the document becomes highlighted in light-red color:

A single mouse click will now capture the selected text and switch to the next erroneous field, i.e. the next field showing
a yellow warning icon with an exclamation mark.
If the current field already contains the correct result, select another field by clicking on it in the Fields view. Take care,
not to click onto the document in this case because that would either capture a value, or delete the field value.
If the text shown in the tool tip is not correct, capture it nevertheless, then select the respective field, correct the value
using the keyboard, and use ENTER to switch to the next erroneous field.

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In special cases, you will need additional methods:

If only a part of the value is shown in the tool tip, you can mark adjacent words and capture the complete
string.
To capture a block of text consisting of several lines, you can use Zone-and-Capture to mark and capture a
text block.
You can even mark and capture arbitrary words at different locations on the document using Multi-Selection.

2.13.2 Capturing Adjacent Words Using the Mouse

Sometimes you will have to capture text into a field whose parts are separated by some space. The tool tip will only
show a part of the desired field value in this case. In the following example, an item description consists of several
words. But the tool tip will only show the first word of the string that has to be captured:

To capture adjacent strings, position the pointer over the first string, and hold the left mouse button pressed while you
move the pointer over the strings that should be captured. The tool tip will show all the strings you touched with the
pointer:

Releasing the mouse button will now enter the value and switch to the next field.
Tip: If you marked the wrong text by mistake, press ESC while you keep the mouse button pressed. This will
remove the selection. When you now release the mouse button, the field value will not change and the field will
stay selected.

2.13.3 Capturing a Text Block Using the Mouse

Sometimes you have to capture a complete block of text stretching across several lines. In the following example, an
item description consists of two lines:

In this case you can draw a rectangle around the text that shall be captured. Position the mouse above and to the left of
the text block and draw a rectangle while you keep the left mouse button pressed. The text within the rectangle becomes
marked and is shown in the tool tip:

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Releasing the mouse button will now enter the value and switch to the next field.
Tip: If you marked the wrong text by mistake, press ESC while you keep the mouse button pressed. This will
remove the selection. When you now release the mouse button, the field value will not change and the field will
stay selected.

2.13.4 Capturing Arbitrary Words Using the Mouse

Sometimes you may have to capture text that comes from different locations on the document. In the following example,
we assume that only name and city should be captured for a field Recipient while street line and zip code should be
omitted:

In this case, use Multi-Selection: hold SHIFT down, point to the first string and click the mouse button. The string
appears in the tool tip and the mouse cursor changes to a plus symbol:

Now hold SHIFT down, and click on all strings you want to add to the field value. In our example we would click on the
words Care, Life, Insurance, New and York. The example would then look as follows:

Releasing the mouse button will now enter the value and switch to the next field.
Tip: If you marked the wrong text by mistake, press ESC while you keep the mouse button pressed. This will remove
the selection. When you now release the mouse button, the field value will not change and the field will stay selected.
Before you can again use this feature, you must release the SHIFT key temporarily.

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2.14 Capturing Data Using the Keyboard

With Invoice Capture Center you can easily and comfortably capture data using the mouse, but it is also possible to use
the keyboard.
For normal text fields, just enter the field value and confirm with ENTER. This will switch to the next erroneous field.
To switch to the next neighboring field, use TAB. To switch to the previous neighboring field, use SHIFT+TAB.
All fields that are empty but mandatory, and all fields that have invalid contents, are in error state and are marked with a
warning icon. If a field is in error state, it is also highlighted with red background color.
For a combo box, you can navigate through the list of values with the UP and DOWN arrow keys.
If the selected field is a check box field, you can mark or unmark it using the space-bar.
When you leave the last field, the Submit button becomes selected so that you can submit the data using CTRL+S.

2.15 Working with Table Fields

To validate table fields - e.g. the invoice items table - comfortably, you should switch to table mode. In this mode, only
table fields are displayed, and they will be shown above the document.
To switch to table mode, use the F8 function key, or set Layout to Table in the View group of the Application tab.
For a table field, a table header shows the names of all table columns. The table header may be followed by table rows.
Each table row shows fields called table cells for all table columns.
You can capture table cells and navigate within the rows and cells of a table in the same way as for normal fields of a
document.
You can also add, insert, or delete table rows as needed.
Take notice that application configuration determines whether the invoice items table is shown. It may never be shown, it
may always be shown, or it may only be shown if the PO Number List field is not empty.

2.15.1 Adding Table Rows

To append a row at the end of a table, do one of the following actions:

click the plus sign preceding the table header, or

click the plus sign preceding the last table row, or

click Append row in the Invoice Items group of the Application tab.

To insert a row above a selected table row, do one of the following actions:

click the upper plus sign preceding the selected row,

click Add row above in the Invoice Items group of the Application tab, or

use CTRL+N.

To insert a row below a selected table row, do one of the following actions:

click the lower plus sign preceding the selected row,

click Add row below in the Invoice Items group of the Application tab, or

use CTRL+M.

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2.15.2 Deleting Table Rows

To delete a table row, do one of the following actions:

click the red cross preceding the respective row, or

select the row, and click Delete row in the Invoice Items group of the Application tab.

To delete all rows of a table, do one of the following actions:

click the red cross preceding the header row of the table, or

click Delete all rows in the Invoice Items group of the Application tab.

Before all rows of a table are deleted, a dialog will ask for confirmation.

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Validating Documents 15

Configuring the Validation Client

3.1

Changing Layout of the Validation Window

In default layout, the program window shows the Fields view on the left side, and the document image on the right side.
Thumbnails of all document pages are always shown at the right border of the program window.
As default, the fields are shown in a single column where the field names stand above the respective fields.
Using the View group in the Application tab you can

show the fields above the document,

arrange the fields in more than one column,

show the field names before the respective fields, or

switch to table mode showing table fields above the document.

3.1.1

Showing the Fields Above the Document

In default layout, the fields are shown on the left side of the document. To show the fields above the document, use the
F7 function key, or go to the View group of the Application tab and from Layout select Horizontal.
To return to the default layout, click the F6 function key, or from Layout select Vertical.

3.1.2

Arranging the Fields in Several Columns

In the Fields view, the fields can be arranged in a single column or in several columns. To change the layout of the
view, go to the View group of the Application tab and set Columns to the desired number of columns.

3.1.3

Showing the Field Names Before or Above the Fields

In default layout, the field names are shown above the respective fields in the Fields view. To change field
representation, go to the View group of the Application tab and set Field Names to Above or In Front, as desired.

3.1.4

Switching to Table Mode

In default layout, all fields are shown on the left side of the document. For validation of table fields, you can switch to
table mode where only table fields are shown above the document.
To switch to table mode, click the F8 function key, or go to the View group of the Application tab, and from Layout
select Table.
To return to a layout where all fields are shown, click the F6 function key to show all fields on the left side, or the F7
function key to show them above the document, or from Layout select Vertical or Horizontal, respectively.

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Configuring the Validation Client 17

3.2

Changing User Interface Language

The Validation Client of Invoice Capture Center supports several user interface languages. After Invoice Capture Center
has been installed, the Validation user interface will be shown in the language of the operating system or in English if no
suitable language could be found.
To change the interface language:
1.

Open the application menu.

2.

Click ICC Options.

3.

In the ICC Options dialog box, click the desired language in the User interface language list.

3.3

Controlling Document Presentation

The Image view shows a toolbar below the document. You can use this toolbar to

enlarge or reduce the document,

rotate the document, or

adapt the document to the view.

3.3.1

Enlarging or Reducing the Document

To enlarge or reduce the document, click Zoom-in or Zoom-out on the toolbar shown below the document.
Alternatively you can use the mouse. To enlarge or reduce the document, turn the mouse wheel forwards or backwards
while you hold the SHIFT key pressed.

3.3.2

Rotating the Document

If the document is not shown in upright position, you can rotate it as needed. To rotate the document, click Rotate left
or Rotate right on the toolbar shown below the document.

3.3.3

Adapting the Document to the Size of the Document View

To adapt the document to the size of the document view, use the toolbar shown below the document or the buttons in the
Image group of the Application tab.

To show the whole page, click Fit to window.

To adapt presentation to the width of the document view, click Fit to width.

To adapt presentation to the height of the document view, click Fit to height.

18 Configuring the Validation Client

Invoice Capture Center User's Guide

3.4

Modifying Field Group Colorizing

To modify field group colorizing, click ICC Options on the application menu to open the ICC Options dialog box and
then click Colorize Field Groups. The Colorize Field Groups dialog box opens.
For each group, the dialog box shows a rectangle highlighted with the currently used color.
For each group, the color used for highlighting is a lighter version of a dark base color. Below the colored rectangle of
each group, a slider controls the color used for highlighting. If you move the slider to the left, the color becomes lighter
until it becomes white if you move the slider to the left end. If you move the slider to the right, the color becomes darker
until it equals the dark base color if you move the slider to the right end.
To select a different base color for a group, click the respective rectangle. The Color dialog box opens. In this dialog
box you can select a color from a set of basic colors or specify your own color.
A click on Restore Default on the Colorize Field Groups dialog box will reset all colors to their default values.

3.5
3.5.1

Advanced Options
Deactivating the Polling Animation

In rare cases, the animation, which is shown while the Validation Client is waiting for an invoice, slows down response
time on slow remote desktop connections. In this case, the animation can be stopped.
To deactivate the polling animation:
1.

On the application menu click ICC Options.

2.

In the ICC Options dialog box, select the Deactivate polling animation check box and then click OK.

3.5.2

Activating an Additional Key as TAB Key

If you prefer to use a function key that can be comfortably reached with the right hand to switch between fields, you can
activate an arbitrary function key that will work in the same way as the TAB key.
To activate an additional TAB key:
1.

On the application menu click ICC Options.

2.

In the ICC Options dialog box, select the Activate additional key as TAB key in Validation check box.

3.

Press the desired function key. Its name will then appear in the text box shown below the check box.

4.

Click OK to close the dialog box.

3.5.3

Activating "Click to Submit" in the Image View

To submit an invoice, you can either click Submit+Open below the field list or the respective command in the
Validation group of the ribbon.
If you want to be able to submit an invoice with a click in the image view after having captured the last field using the
mouse, you can activate the Click to submit feature.
To activate "Click to submit":
1.

On the application menu click ICC Options.

2.

In the ICC Options dialog box, clear the Deactivate "Click to submit" in image view check box.

3.

Click OK to close the dialog box.

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Configuring the Validation Client 19

Keyboard Shortcuts

To make navigation fast and efficient, function keys and key combinations are available for many functions as described
in the tables below.
Global
Key combination

Description

CTRL + P

Open document

CTRL + S

Submit document

Navigation
Key combination

Description

TAB

Next field

RETURN

Next erroneous field

SHIFT + TAB

Previous field

SHIFT + RETURN

Previous erroneous field

within a field
POS1

Move cursor to the start of the field

END

Move cursor to the end of the field

RIGHT

Move cursor one character to the right

LEFT

Move cursor one character to the left

within a table
TAB

Next element in the table

RETURN

Next erroneous element in the table

SHIFT + TAB

Previous element in the table

SHIFT + RETURN

Previous erroneous element in the table

DELETE

Delete selection

Invoice Capture Center User's Guide

Keyboard Shortcuts 21

Edit Table
Key combination

Description

CTRL + N

Insert a row above the current row

CTRL + W

Insert a row below the current row

CTRL + M

Add row at the end of the table

CTRL + D

Delete the current row

CTRL + T

Delete all rows

Image View
These function keys do only work if the Image view has the keyboard focus. Click on the image, if necessary.
Key combination

Description

CTRL + PLUS SIGN

(num. keypad)

Zoom in

CTRL + MINUS SIGN

(num. keypad)

Zoom out

CTRL + 3 (num. keypad)

Fast scroll down

CTRL + 9 (num. keypad)

Fast scroll up

CTRL + 7 (num. keypad)

Go to top left corner

CTRL + 1 (num. keypad)

Go to bottom right corner

Layout
Key combination

Description

F6

Switch to Vertical mode showing the fields to the left of the document
image.

F7

Switch to Horizontal mode showing the fields above the document

image.

F8

Switch to Table mode.

F9

Open the Vendor Search dialog box.

22 Keyboard Shortcuts

Invoice Capture Center User's Guide

Windows Shortcuts
Key combination

Description

CTRL+C

Copy.

CTRL+X

Cut.

CTRL+V

Paste.

DELETE

Delete.

CTRL+RIGHT ARROW

Move the insertion point to the beginning of the next word.

CTRL+LEFT ARROW

Move the insertion point to the beginning of the previous word.

CTRL+A

Select all.

ALT+F4

Close the active item.

ALT+SPACEBAR

Opens the shortcut menu for the active window.

SHIFT+F10

Display the shortcut menu for the selected item.

ALT

Display the letters of available commands in the ribbon.

CTRL+TAB

Move forward through tabs.

CTRL+SHIFT+TAB

Move backward through tabs.

TAB

Move forward through options.

SHIFT+TAB

Move backward through options.

SPACEBAR

Select or clear the check box if the active option is a check box.

END

Display the bottom of the active window.

HOME

Display the top of the active window.

Accessibility - Invoice Capture Center Menu:

Key combination

Description

ALT, F, O,

Opens the Invoice Capture Center menu. To open an application, then

press the respective character. Ask system administrator which letters
are assigned to the available applications.

ALT, F, C

Closes the current application.

ALT, F, A

Opens the Info dialog box showing version and copyright

information.

ALT, F, T

Opens the ICC Options dialog where you can specify the user
interface language.

ALT, F, B

Terminates the program.

Invoice Capture Center User's Guide

Keyboard Shortcuts 23

Accessibility Application Tab:

Key combination

Description

ALT, A, O

Opens the next document.

ALT, A, U

Submits the current document.

ALT, A, B, 1

Submits the current document and opens the next document.

ALT, A, N

Cancels the current document.

ALT, A, D

Adds a row above the current row in table mode.

ALT, A, L

Deletes the current row in table mode.

ALT, A, W

Adds a row below the current row in table mode.

ALT, A, B, 2

Adds a row to the end of the table in table mode.

ALT, A, B, 3

Deletes all rows in table mode.

ALT, A, F

Adapts the document image so that the complete page is shown.

ALT, A, I

Adapts the document image to the width of the Image view.

ALT, A, H

Adapts the document image to the height of the Image view.

ALT, A, Z

Zoom in.

ALT, A, B, 4

Zoom out.

ALT, A, B, 5

Rotate image left.

ALT, A, G

Rotate image right.

ALT, A, :

Activates the Layout option. Use the UP or DOWN key to select the
desired value and confirm with ENTER.

ALT, A, C, 2

Activates the Columns option. Use the UP or DOWN key to

increase or decrease the number of columns and confirm with
ENTER.

ALT, A, C, 3

Activates the Field names option. Use the UP or DOWN key to

select the desired value and confirm with ENTER.

24 Keyboard Shortcuts

Invoice Capture Center User's Guide

Index

A
Activating "Click to Submit" in the Image View 19
Activating an Additional Key as TAB Key 19
Adapting the Document to the Size of the Document
View 18
Adding Table Rows 14
Advanced Options 19
Arranging the Fields in Several Columns 17

C
Capturing a Text Block Using the Mouse 12
Capturing Adjacent Words Using the Mouse 12
Capturing Arbitrary Words Using the Mouse 13
Capturing Data Using Single Click Entry 11
Capturing Data Using the Keyboard 14
Capturing Table Rows Automatically 8
Changing Layout of the Validation Window 17
Changing User Interface Language 18
Controlling Document Presentation 18
Correcting Documents Using the Mouse 11

Rejecting a Document 10
Rotating the Document 18

S
Searching Vendors 9
Showing the Field Names Before or Above the Fields
17
Showing the Fields Above the Document 17
Starting Validation 4
Switching to Table Mode 17

T
Table Mode 7
Terminating Validation 10

W
Working with Table Fields 14

D
Deactivating the Polling Animation 19
Deleting Table Rows 15

E
Enlarging or Reducing the Document 18

F
Field Mode 5
Fields 4

M
Marking Invoices for Training 9
Modifying Field Group Colorizing 19

O
Opening an Application 5
Opening Documents 5
Overview 3

Invoice Capture Center User's Guide

Index 25