Set rule for line items to only extract certain transactions
Have the option to adjust line item extraction to extract only certain line items from documents and not everything.
4
votes
Anonymous
shared this idea
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Jon Shepherd
commented
Add the ability to further specify which invoices incur line item extraction. We need this from some invoices from a specified supplier, but not all. All invoices needing the detailed split are above x value. Line item extraction could be set to trigger when a threshold value is reached, that would be great.
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Paul Montgomery
commented
For example, automatically discarding lines with value of £0.00 would be a useful option to have.
You could offer an option to run a series of customisable conditional statements on each extracted line form a particular contact (if <Total> == 0 , discard)