did undestand correctly

[icf20]

hello, i am going to ask here because is faster and other can read this via google search

scenario 1: the invoice

file name yyyy-mm-dd_legal-name-eu-vat-number_invoice-number_keyword.pdf

yyyy-mm-dd

how the system gets the invoice date ? i ask this because some invoices have multiple dates for example; Invoice date, Accounting date, Payment date, etc or will be kicked to manual ?

movement in folder based on keyword + yyyy-mm

if the folder tree is expenses > keyword > yyyy > mm, can be this do automatically ?

legal-name-eu-vat-number

afaik the file remaining can be done via tags so even a partial recognition of legal name or vat number will do

invoice number

is there a way to tell "where" the invoice numbers is (tabula coordinates) based on legal-name-eu-vat-number or is all manual?

keyword

this is easy because simply detecting the work the tag will get applied

scenario 2: CMR

while stuff like ecmr exist paper is still popular, see this for example

file name is yyyy-mm-dd_truck_doc-number_if exists(container-serial_seal-number).pdf

yyyy-mm-dd

same like above

movement in folder based on truck + yyyy-mm

if the folder tree is cmr > truck > yyyy > mm, can be this do automatically ?

doc-number

the doc number is something like doc nº: can this be done automatically?

container-serial (if there was a container involved)

this is similar to doc-number most of the time is container nr:

seal number

Exactly like container-serial

[shamoon]

hello, i am going to ask here because is faster

lol, faster for who? You or the people you are asking to answer these questions? Also, tbh I didn’t understand much of your post, perhaps there is a language barrier.

Perhaps start by reading the docs, or maybe just ask ChatGPT

[icf20]

hmmm maybe for scenario 1 the sepa norm 43 could help for better recognition and matching

i will have to add this to my todo list if i manage to understand all the features this app offers

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