40.11 Lookup Tables
40.11.1 Overview ¶
Lookup tables assign fixed result values to invoice values (e.g. the seller name) - such as target folders, vendor numbers, or clerk abbreviations. They are referenced as the placeholder <CSVMapping{Name}> wherever placeholders are supported (concept and examples: see chapter 70.2).
Program options, Lookup tables page
40.11.2 Management ¶
The page lists all lookup tables with name, matched via, and the number of entries. New…, Edit…, and Remove manage the tables; the editor opens in its own window.
40.11.3 Editor window ¶
Editor of a lookup table with data area and CSV options
| Area |
Content |
| General |
Name, match columns (which column(s) are compared with the invoice value), result column, data area with row tools (row above/below, duplicate, delete, paste from clipboard), and preview |
| Values from file |
Instead of manual maintenance, import the entries from a CSV file (file path, delimiter, encoding, “first row contains column headers”) |
| Advanced |
Ignore case, Replace result with (post-processing of the match), Determined value may be empty, and the processing status when no match is found (no match or error) |
Related: Fixed name-value pairs without table logic are maintained on the dedicated options page Global placeholders (see chapter 40.12).