This article will walk you through the basics of Invoice Groups within MakersHub.
Invoice groups are a group of multiple bills in MakersHub that come from a single document that MakersHub parses out by detecting unique Invoice Numbers, Vendor Name, or Purchase Order Number.
Invoice Group
Click the View Invoice Group button to see the invoices MakersHub has broken out from the document.
Here you can see all of the bills MakersHub as extracted from the single document. To view individual invoices, click the Review Button.
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Combine an Invoice Group into One
In some instances bills may be mistakenly broken out into multiple documents, when there is only one bill. This is most commonly due to supporting documents being mistaken for separate bills. Using the Combine Into One button will allow you to convert the multipage document into one bill and reference the entire document for OCR training.
You can click the combine button again to pull data from all pages of the bill. However, in some cases this data may be duplicative or unneeded. In these scenarios, you can enter a page range (EG 1-4, 7, 8-10), this will only pull data from the specified pages while keeping the full invoice as a single PDF.
Add a Page Range for Missing Bills
If there is a bill contained in the file that is missing from the invoice group, you can direct MakersHub where to look to extract the bill by clicking Add a Page Range. You can view the extracted page range in the top right of the bill and see the total page count at the top of the document viewer.
After clicking Add a Page Range you can specify the pages you want by entering a page range (EG 1-4, 7, 8-10), then clicking Add. This will generate a new bill from the specified page numbers.
Page Range Default
You can set a page range for each vendor so MakersHub extracts only the pages you need. For example, if a vendor’s bill is always on page 1 and the rest of the file is supporting documents, you can tell MakersHub to extract just page 1 (or a range like pages 1–3) every time a bill from that vendor arrives.
To set this up, open a bill from that vendor and go to Data Extraction Utility > Data Extraction Training.
Click on the Add an Adjustment to add in a new condition.
Select the Page Range condition and set your value. Example: a 1 would be extracting only page one or 1-3 would be extracting data from that page range.
Drag to Merge
If you need to quickly merge documents together on an invoice group you can click on the 6 dotes on the upper right of the bill
You can then drag this bill into another bill on the page to either Merge Into One, extracting data from both pages or Add as Supporting Document, which will add the page as a supporting document on the bill.
