User Defined Categories
To produce a financial reports. Each document that represents an invoiced cost or income value must be assigned two user defined categories, such as “Business Related” and “Consumables” .
These are used together with the invoiced value and the GST value to provide the basic information for a profit and loss statement. (see right)
Take for example a telephone bill. When this document is scanned, the Recognition Wizard (AI) recognizes it as an “Invoice”, and the sourcing company name as “Telstra”, and because you have placed similar documents previously in the “Misc” Project/Folder, it is also placed in the ”Misc” folder.