Recognize and activate document positions

Recognition positions

By default, the VAT summary is used in the Advanced boxes. With this recognition, one item is created for each VAT rate recognized, regardless of the number of items on the invoice.

Example VAT summary

POS 1: incl. 8.1% VAT
POS 2: incl. 2.6% VAT

Example of document items

During item recognition, an item with the respective item total and VAT rate is created for each recognized line on the invoice. This enables a more precise account assignment at item level without having to manually create splitting items. In addition, further booking details can be entered per position instead of across all positions. For example, an position text can be entered or different cost centers can be defined.

Position recognition informs the user if the invoice and position totals do not match. The user then has two options:

• Either adopt the new total
• Or create an additional item with the difference

If an item is created manually, the amounts on the item are calculated automatically. For example, an additional item with an amount of CHF 20.00 excluding VAT is to be created with a rate of 8.1%. The item total (amount incl. VAT) and the VAT are calculated automatically based on the information provided.

Activation

Position detection must be activated for each box in the DeepO settings. At least one Compact subscription is required for activation.

1. Jump to DeepO settings
2. Open “Box settings” tab
3. Open “Positions” page
4. Click on “Activate now”