Processes supplier invoice PDFs from incoming emails (or a test folder), extracts the data using rules and optional Azure AI, validates the totals, and creates purchase invoices in Sapera; invoices that cannot be parsed are moved to manual processing.
The action runs as a step in a SyncTool configuration. You configure the step's settings (e.g. server, login, path, format or SQL depending on the action) and run the configuration. The action fetches the data it needs from Sapera or the external source itself – you do not map source columns as you would for a regular import. Any parameters are described below.
In short: the action reads supplier-invoice PDFs from the digital inbox (or a test folder), extracts data via rules and optional Azure AI, validates the totals and creates purchase invoices in Sapera.
Invoices that cannot be interpreted reliably are not created – they are moved to manual processing, so nothing is posted on a wrong basis.
Parameter | Explanation |
| When enabled, Azure AI is used to extract invoice data instead of relying only on rules. |
| When enabled, Azure AI is used as a fallback only if rule-based parsing fails. |
| Endpoint URL of the Azure AI service used for invoice extraction. |
| Access key for the Azure AI service. |
| Name of the Azure AI model used for invoice extraction. |
| Working directory where attached invoice PDFs are saved during processing; it must already exist. |
| When enabled, parsing first tries page one, then two pages, then the whole document before giving up. |
| When enabled, invoices marked for a forward-to customer are turned into customer invoices instead of purchase invoices. |
| Regular expression matching file names that should be excluded and sent to manual processing. |
| Folder of PDF files to process in test mode instead of reading from incoming emails. |
| File pattern selecting which files in the test directory are processed; defaults to *.pdf. |
| When enabled, a payment due date must be detected for the invoice to be considered successfully parsed. |
| When enabled, invoices without a detected supplier invoice number are moved to manual processing. |
| When enabled, any invoice that fails automatic processing is moved to manual processing. |
| When the sender name does not match the sender-name pattern: if disabled (default) the message is left in automatic processing so a later step can process it; if enabled it is moved to manual processing. |
| Optional regular expression on the sender name to further filter which incoming emails are processed. |
| Sender email pattern used to collect the incoming emails that belong to this supplier. |
See also the overview SyncTool – actions.
