30 Filter Overview
30.1 Overview ¶
A profile’s filter decides, based on criteria, which invoices are processed. The handling of the filter page is described in chapter 8.10; this chapter explains the criteria and their evaluation in detail.
Each criterion consists of:
| Part |
Example |
| Property |
Supplier |
| Operator |
contains |
| Value |
Sample Office |
30.2 Available properties ¶
| Group |
Properties |
| File |
Path, file name, creation date, modification date, file size |
| Invoice (text) |
Supplier, supplier number, invoice recipient name, customer number, invoice issuer, routing ID, order number, cost center, contract number, project number |
| Invoice (other) |
Invoice date, invoice type, amount |
The details per category: text criteria (see chapter 30.5), date criteria (see chapter 30.6), amount (see chapter 30.7), file size (see chapter 30.8), invoice type (see chapter 30.9).
30.3 Evaluation ¶
- Criteria are evaluated top to bottom and combined via the AND/OR connector chosen per row (see chapter 8.10.3).
- Deactivated criteria (Activate/Deactivate button) are skipped.
- A profile without criteria processes all files of its mode.
- If the filter does not match, the file appears in the No match tab of the processing log - including the criterion that failed.
30.4 Criterion dialog ¶
Add… or Edit… opens the criterion dialog with property, operator, and value. For text properties, the following are additionally available:
- Insert placeholder… - inserts the special value placeholders (AND/OR connection, regular expression, number range, filter list entry; see chapter 30.5)
- Evaluate leading/trailing spaces - by default, values are trimmed before comparison
- Split… - splits inline connections into separate criteria (see chapter 8.10.2)