Adding in Streamline Keywords
If Invoices are received where no Support Item Code is provided, and Streamline has been unable to identify the support item code, use the following steps to Create the key word matches for each Support Item Code.
The Streamline process will then check all future invoices received for the Key Word matches found on the Invoice against the setting to identify and apply the support item code automatically.
Under Settings > Streamline, click on Key Word Matches.
The Streamline Keywords setting screen displays. Use the Search function to find an existing Streamline Keyword entry.
Click on +New button.
The New Streamline keywords screen displays. Enter the keywords separated by a semi colon, for the selected Support Item Code and enter the Support Item Code. As shown in the below example.
Note: You can enter the code or a description to find the Support Item Code to select.
Click on Create.
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