Hi,
When you have a distinct pdf format file then you should use switch activity with relative title(invoice title) and do the data manipulation with in separate workflow.It would be easy and feasible to extract required information from the different pdf file.
How do we use switch activity in UIpath . I tried but i am not able to get . Can u please guide me on this ?
@kd_chaudhary
Hi Sailaja - what is your experience with the success rate of the regular expressions so far?
In case you have a variety of formats, another approach is to plug in a cognitive API component; an AI-based solution has the advantage that it does not have to be manually configured and is template-agnostic. You could then only use the regular expressions in case the AI gets wrong some invoices you are receiving frequently.
There is a couple of such services available - e.g. Abbyy Flexicapture for Invoices, infrrd.ai or smacc.
I think the best option though is Rossum Elis, which integrates with UIPath directly and quite easily - see for an example Data extraction from invoices - Rossum and UiPath | Rossum . (In your case, it also depends on whether you actually need the line items or that was just an example - Rossum still has line items on roadmap as of writing this and current API automatically extracts just header fields.)
(Disclaimer: I’m affiliated with Rossum.)
Hi @PetrBaudis
For Rossum Elis, does it upload invoices to their server and stored there to be processed? Reason I ask is there might be security issues. Company might not want their invoices to be stored in another server.
You are right, @SR.H - the invoices are processed server-side in the cloud - of course secure and GDPR compliant. Just as it is common for invoice processing to be outsourced even if it is human-based, the security tradeoffs are the same (or actually higher security with services like Rossum because no human outside the client company typically sees the invoice). Then it becomes a tradeoff between accuracy, cost savings and confidentiality.
Hi Sir, can u give one example for this…my email id is zakir_vjti20@yahoo.com
Hi,
Try to manipulate using constant type string or value in your invoice. You need to specifies a particular constant value who always live same in every format in invoice.
and then you need to do some string manipulation like:-
indexof and substring and then after you can manipulate your all invoice with single code.
hope you can understand what i want to say.
Thanks,
Bagish