Kofax Getting Started with Ascent Xtrata Pro User Manual

Page 57

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Chapter 2

38

Ascent Xtrata Pro User's Guide

Default Settings

By default a set of formatters and validation rules is added to an invoice project. If
you select the ”Show project details” option, the Setup Invoice Project dialog box
will display so you can change the settings for the date, amount formatter, existing
validation rules, or import knowledge bases.

The Setup Invoice Project dialog box shows the default settings on three tabs. You do
not need to make any changes for those formatters, validation rules and knowledge
bases at the beginning of the project. You can edit and change the properties from the
Project Settings dialog box at any time.

Formatting Tab

Click Date Formatter or Amount Formatter to view, and if necessary change, the
settings for these formatters. To edit the properties of these formatters later, open the
Project Settings dialog box – Formatting tab and select the properties for the desired
formatter.

Figure 2-13. Setup Invoice Project Dialog Box – Formatting Tab

Validation

Select the Validation tab and click on one of the items, to open its properties dialog
box. To edit the properties of these rules later, open the Project Settings dialog box –
Validation tab and select the properties for the desired validation rules.

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