Invoice extraction defaults

Where to find it

Settings → Organisation → Invoice Processing

✅ Common tasks

Set the default extraction mode

1. Open Settings → Organisation → Invoice Processing

2. Expand the "The old way" panel

3. Choose a value under Default line item extraction mode

4. Selection saves automatically, no Save button needed

This default applies to all suppliers unless a supplier has its own override.

Add custom extraction instructions

1. Set the mode to Custom prompt to reveal the instructions field

2. Enter your instructions in Custom extraction instructions

3. Stay within the character limit shown below the field

4. Click away from the field to save it

Text over the limit reverts and shows an error — trim it and try again.

Check for supplier-level overrides

1. Remember the organisation setting is just a fallback

2. Open the supplier if their invoices extract differently than expected

3. Update or remove the supplier-level override as needed

A supplier override always wins over the organisation default.

🔗 See also

• Reviewing and editing incoming invoice line items

• Editing incoming invoice details and suppliers

• Suppliers (Companies)

• Booking corrections

• Organisation settings overview