Examples and limits

Examples

Supplier invoices

Your AP team receives PDFs from many vendors, but every file should become a purchase invoice.

Use:

• Document Type: Purchase Invoice

You may still create separate analyzers for different vendor layouts.

Employee receipts

Your team uploads restaurant, taxi, and hotel receipts that should go into a journal for review.

Use:

• Document Type: Expense Receipt

Custom intake form

You receive a form that should populate a custom table instead of a standard purchase or sales document.

Use:

• Document Type: Custom/Other

Current limits to know

Not every selectable document type has the same level of built-in support

The product lets users choose:

• Purchase Credit Memo
• Sales Credit Memo
• Packing Slip
• Transfer Order

But the standard document-creation logic clearly handles:

• Purchase Invoice
• Purchase Order
• Purchase Quote
• Sales Invoice
• Sales Order
• Sales Quote
• Expense Receipt

The other selectable types may require custom-table handling or additional configuration.

Built-in field templates do not cover the full selectable list

The wizard messaging suggests purchase and sales credit memo types have default template support, but the template builder only loads built-in templates for:

• Purchase Invoice
• Purchase Order
• Purchase Quote
• Sales Invoice
• Sales Order
• Sales Quote

For other document types, plan to build mappings manually.

Users do not create new system document types from the UI

The current user workflow is choosing a document type on an analyzer, not defining a brand-new document type in setup.

Read next

• Return to Creating document types for the section overview.