Supplemental Information Templates
Settings > General Settings 

Creating a Template Page for Supplemental Invoice Information

Vendors can sometimes include additional pages with their invoices containing needed invoice details and/or supporting documentation. The following steps will describe how to create template pages for invoice supplements and associate them with their primary template pages.

• Follow steps 4-14 from Adding Template Pages.
• Click Settings.
• On the General Settings tab, check the box for Capture Distributions Only.
• Select the template page from the dropdown menu on which this supporting document should be associated.
• Click OK.
• If any invoice information is needed on the selected page, follow the steps for identifying information in the Adding Template Pages section.
• Click File, Save.
• Name the template page.
• When presented with the Page Selections screen, add page selections that will assist the system in identifying this page as a supporting document. For example, review the document for the same page selections as the primary invoice template page and add an additional page selection to review for page 2. Making the Page Selections unique will increase the probability of the system correctly identifying the document.
• Click OK.
• When all work is complete, click Save from the Edit Digital Invoice Capture Template page.
• You are now finished, and your document should be associated with its parent invoice when it is processed.