Field Setup

Understanding the Field Setup feature:

Imagine you're managing hundreds of invoices, contracts, or financial documents daily. Each document contains valuable data trapped in various formats, and manually processing them would take hours. The Field Setup feature transforms this challenge into an automated workflow using seven specialized blocks that work together like a well-orchestrated assembly line.

Think of each block as a specialized worker in your document processing factory:

• Extraction reads the documents
• Cleaning standardizes the data
• Validation ensures quality control
• Calculation performs computations
• Lookup connects to your database tables
• Categorization assigns labels to individual data items (like expense types)
• Classification identifies what type of document you're processing

By connecting these blocks, you create powerful automation workflows that can handle complex business scenarios with minimal human intervention.

A brief example of how Field Setup capabilities can be used to enhance your document processing:

Imagine you receive invoices from the same vendor through different channels - some from their accounting system showing "Smith & Smith, LLC", others from their sales team reading "SMITH AND SMITH LLC", and historical records in your system as "Smith Smith". Without standardization, your system treats these as three different companies, creating chaos in your vendor records and payment systems.

This is where the Cleaning block transforms your extracted data into something useful. You extracted "Smith & Smith, LLC" from today's invoice. By applying a simple cleaning rule to standardize for database matching, the system converts this to "smith smith" - a clean, consistent format stripped of special characters, case variations, and legal suffixes.

Now, regardless of how Smith & Smith formats their company name on future invoices, your system will always recognize them as the same vendor. This means accurate spend tracking, no duplicate payments, and reliable vendor management.

Next, we’ll explore the capabilities of Field Setup in depth and how to leverage them to automate document processing with high accuracy.