What is the automatic process classification?

In the automatic process classification Finmatics identifies the document type directly. This means that there is no need for pre-sorting by process, making your work even more efficient.

The automatic process classification is automatically enabled as soon as sufficient training data is available in Finmatics so that a correct assignment can take place.

How do I use the automatic process classification?

When uploading and scanning the documents

Open the 'Upload invoices' or the 'Scan documents' screen as usual. Now select AUTO as the process.

When sending the invoices by e-mail

When sending documents by e-mail, an additional e-mail address is available for the AUTO document type. If you send the invoices to this e-mail address, the automatic document classification will be applied.