30.5 Text Criteria
30.5.1 Overview ¶
Text criteria compare text properties of the invoice (supplier, file name, routing ID, ...) with a value. The comparison is case-insensitive.
30.5.2 Operators ¶
| Operator |
Matches if ... |
| contains / does not contain |
the value does (not) occur in the property text |
| is equal to / does not equal |
the property text does (not) exactly equal the value |
| starts with / does not start with |
the property text does (not) start with the value |
| ends with / does not end with |
the property text does (not) end with the value |
30.5.3 Value placeholders ¶
Special placeholders are available in the value of a text criterion (insertable via Insert placeholder... in the criterion dialog):
| Placeholder |
Meaning |
<AND> |
Combines several partial values within ONE criterion: all parts must match. Example: Sample<AND>Ltd |
<OR> |
It is sufficient if one of the partial values matches. Example: Sample<OR>Baker |
<AND> with <OR> |
The value is split at <AND> first, then each part at <OR>. Example: Invoice<AND>2025<OR>2026 = contains "Invoice" and also "2025" or "2026" |
<BeginOfRegex>...<EndOfRegex> |
The enclosed part is evaluated as a regular expression. Example: <BeginOfRegex>INV-\d{4}<EndOfRegex> |
<NumberRange{from,to}> |
Matches if a number from the range occurs in the property text. Example: <NumberRange{1000,1999}> |
<EntryFromList{ListName}> |
Matches if an entry of the given filter list matches (see chapter 30.10) |
The placeholders can be combined with plain text and with each other, e.g. INV-<NumberRange{2026000,2026999}> or <EntryFromList{Suppliers}><AND>Ltd. The German forms <UND>/<ODER> are accepted as well.
Both separators in the same value: If <AND> and <OR> occur in the same value, the program splits at <AND> first and then checks each part on its own. <OR> therefore only applies within an AND part: Invoice<AND>2025<OR>2026 means "Invoice" and also "2025" or "2026" - not "Invoice and 2025" or "2026". The criterion dialog shows this reading below the value:
Note: The value combines <AND> and <OR>. The program splits at <AND> first and reads the value as: "Invoice" and ("2025" or "2026"). "Split…" creates rows with exactly this reading.
If a criterion contains both separators for the first time - that is, it did not before you edited it -, the dialog asks when applying; with Do not ask again, this question is no longer asked in future (to switch it back on: chapter 40.17.3). For a different reading, distribute the alternatives across several criterion rows that you connect with OR.
Tip: A criterion with <AND>/<OR> connections can be split into separate criterion rows via Split... (see chapter 8.10.2) - clearer as soon as more than two partial values come together. For a value with both separators, from version 2.3.0 on one row is created per <AND> part; the rows are connected with AND, and the <OR> alternatives stay in their row: Invoice<AND>2025<OR>2026 becomes the rows "Invoice" and "20252026". The program reads the rows exactly like the original value.
30.5.4 Note on the routing ID ¶
The routing ID property corresponds to the invoice's buyer reference (BT-10) - on B2B invoices this often carries a general reference instead of a routing ID.