Line Item Extraction: Overview and Configuration

Receipts and invoices often contain multiple purchases that span different categories, clients, or projects. While Envoice defaults to summarizing data by tax rates (VAT, GST, etc.), some bookkeeping workflows require a deeper level of detail.

Line Item Extraction allows Envoice to process purchase invoices line-by-line, extracting individual items to provide granular control over cost allocation.

⚠️ When should I use this?

By default, Envoice extracts data grouped by tax rates. This is sufficient for most accounting needs.

Line-by-line extraction should only be enabled if there is a genuine business need for this specific level of detail (e.g., splitting a single invoice across multiple different projects or cost centers). Enabling this globally without a specific need may result in excessive data entry or clutter.

Availability & Pricing

This feature is available for different extraction types:

• SmartExtract: Available free of charge. Please note that results are not guaranteed, and you must review the extracted data.
• ExactExtract: Available, though additional service charges may apply.

How to enable Line Item Extraction

You can enable this feature for your entire account or for specific suppliers only.

Option 1: Enable per Supplier (Specific Contacts)

If you only require detailed extraction for specific vendors (e.g., a hardware store where purchases are split across job sites), you can enable it on a per-contact basis.

1. Navigate to Contacts.
2. Find and open the supplier you wish to edit.
3. Click the Edit button.
4. Find the field labeled Line Item Extraction.
5. Select Enabled.
6. Click Save.

Option 2: Enable Globally (All Invoices)

If your business requires line-level detail for the majority of your incoming invoices, you can enable this setting account-wide.

1. Navigate to Settings > General.
2. Scroll down to the section labeled Extraction.
3. Locate Line Item Extraction and toggle the setting to Enabled.
4. Click Save.

Note: When enabled globally, Envoice will attempt to extract line items for every invoice processed. Please ensure this aligns with your general bookkeeping requirements.