Data cleaning – enables you to adjust data manually. For example, you can remove parts of a value that should not be included in a value sent to workflow. Also, you can add a missing element to a value as well as replace parts of a value with another character/sign. Data cleaning will learn based on what the user adjusts and it will repeat the same adjustments on future invoices for the vendor, if conditions are the same.
The Data cleaning functionality is active for these fields:
- Invoice number
- Bankgiro
- Plusgiro
- BBAN
- IBAN
- Organization number
- VAT identification number
- Order number, on header level
- Order number, on line item level
For the above fields, except for Order number on line item level, this functionality works also with E-invoice.
Tip
As vendors may need different value formats for matching, data cleaning can, for instance, remove the “PO” prefix in an order number or add it when it’s missing, to comply with individual requirements.