Automatic software account recognition

KvK number + postal code

KvK number

IBAN

VAT number

Name + address *

Name + postal code *

Name *

Phone number

Postal code (debtors only)

Customer number (debtors only)

E-mail address + postal code (creditors only)

Address is the recognition of street, house number and postal code.

When adding a software account, the three most likely addresses are proposed to be copied into the address fields.

Per journal it can be configured on which fields and in which order the software account recognition should be executed. Via bulk editing of administrations these settings can be changed simultaneously for multiple identical journals (purchase/sales).

Enter your own data in the administration settings via Manage / Environment / Administrations and click on 'Edit' to exclude these from automatic recognition (address is excluded based on administration name + postal code).
​please note: These data will be excluded for matching with the software account master data, but can still be used in combination with automation rules.

Make sure that the fields used for recognition are completely filled in the master data of the software accounts in your accounting package.

Try to avoid duplicate software accounts and/or duplicate software account characteristics (for example multiple creditors with the same KvK number). If multiple software accounts match on recognized data, no match will take place. With multiple software accounts with the same KvK number, matching can still occur based on a unique VAT number (provided it is filled in in the master data and recognized on the invoice).

When you manually select a software account in the transaction screen, Zenvoices proposes to supplement the master data of the selected software account with the recognized data. This ensures that the software account will be automatically recognized the next time.

Via the recognized data it is possible to view which data from the document has been recognized