Kofax TotalAgility AP Automation - Manual (Page 35)

Configuration
Kofax TotalAgility AP Automation Kofax TotalAgility AP Automation Guide 35
TA Formatting
The formatters has been configured for UK invoice documents and in the UK the amounts
are formatted with a decimal point. The following formatters need to be altered if you wish
to demonstrate either the French, German or Spanish fiscal areas, where the amounts have a
decimal comma:
▪ LineItemQuantity
▪ LineItemAmount
▪ Percentage
▪ Amount
1 In TotalAgility, on the Home page, click Data > Field Formatters.
2 Update the formatters for the fiscal area.
TA Validation
The demonstration documents have dates older than today and it is therefore necessary to set
a Fixed Date for the Reference Date
1 In TotalAgility, on the Home page, click Data > Extraction Group and select the
extraction group, ValueAddedTax.
2 Open the InvoiceDate_VAT Validation date rule.
3 Update the Reference Date to 31.12.2010 (to match our sample invoice dates).
4 In TotalAgility, on the Home page, click Process Designer and select Business Rules from
the Explorer panel.
5 Open the Validation_Amounts Business Rule.
6 Update the tax rate variable values to match the fiscal area required:
▪ TaxRate1
▪ TaxRate2
▪ TaxRate3
▪ TaxRate4
Separation, Classification, Extraction, Formatting and Validation
The Separation, Classification, Extraction, Formatting & Validation for both the SalesTax and
VAT projects are fully configurable and need to be configured to suit the customers invoice
documents.
KSMS
Supplier fuzzy search using KSMS can be setup to refresh on a schedule and this should be
setup as per customer requirements.