Document Sorting
Automatically sort documents such as invoices or receipts into specific queues, based on the document type.
Use this extension if you receive various document types in one queue and you want to distribute them to separate queues based on the document type.
Typically this happens when your suppliers send you more types of documents in one email.
Usually, you would like to extract different kinds of data for each document type, and you might have different people responsible for handling specific document types. It is recommended to use dedicated queues for that.
The following document types can be distinguished out of the box:
- Tax Invoice
- Credit Note
- Pro Forma Invoice
- Debit Note
- Receipt
- Other
Happy sorting!
Note: This is a free extension. The code is open-source, and you can use it freely for your custom extension.
How to try
Try it yourself by registering for the free trial below. Click “Extensions” in the upper navigation bar, then “Rossum Store.” After clicking the Try extension button, you’ll be taken to the configuration screen where you set up the queues on which you want the sorting to happen, and you also need to set up the sorting rules.
