Delete Outdated Recognition Results

Form ID: (AP501100)

By using this form, a system administrator can view and remove the recognition results of any type of recognized documents (such as expense receipts, business cards, and AP documents).

By default, the system displays only records with the Processed status that have been processed before the current business date—that is, records for which the corresponding entity (the document or contact) was created in the system. For these records, the system will delete only the recognition results. A PDF document or an image used for recognition will remain attached to the corresponding linked entity. For records with statuses other than Processed, the system will delete both the recognition results and the corresponding PDF documents or images.

The form is available if any of the following features are enabled on the Enable/Disable Features (CS100000) form: Image Recognition for Expense Receipts, Business Card Recognition Service, or AP Document Recognition Service.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.

Button Description
Process Deletes recognition results for the records you have selected in the table.
Process All Deletes recognition results for all records.

Selection Area

In this section, you can specify the criteria for the recognition records that you would like to delete. The following table summarizes the elements of this area.

Element Description
Created Before

The end date of the period of time for which to display recognition records.

By default, the system displays only records with the Processed status that have been processed before the current business date—that is, records for which a corresponding entity (a document or contact) was created in the system.

Show Unprocessed Results The check box that indicates (if selected) that the system displays the records regardless of their status.
Table 1. Table Columns
Column Description
Entity Type
The type of recognized entity, which can be one of the following:
  • AP Document
  • Expense Receipt
  • Business Card
Status
The status of the recognized entity, which can be one of the following:
  • Pending Recognition: The PDF file or image has been uploaded to the system and is ready for recognition.
  • In Progress: Recognition of the uploaded PDF file or image is in progress.
  • Recognized: Recognition has been completed successfully, and the recognized data is ready for validation.
  • Error: Recognition has not been completed for some reason.
  • Processed: The related document or contact created by using the recognized data has been saved in the system.
Document Link The identifier of the document or contact created based on the recognition result. Click the link in this column to view the document or contact on the respective form.
Created Date The date when the recognition of the entity has been performed.
From The email address from which the PDF file was received and submitted for recognition.
Summary The name of the PDF file or an image that was submitted for recognition.
Owner The employee name who is assigned as the owner of the recognition result. It can be different from the user who performed the recognition if assignment settings for email processing have been configured.