8.6 General
8.6.1 Overview ¶
In the General area you define the profile's key data: active state, name, comment, color highlighting, and the behavior towards subsequent profiles.
Profile settings, General area: profile-active switch, name, comment, color, and processing options
8.6.2 Profile active ¶
Only active profiles process files. The state can also be toggled via the checkbox in the profile list or the Activate/Deactivate toolbar buttons (see chapter 3.6). Since version 2.3.0, the time since when the profile has been active or inactive is shown next to the checkbox - for profiles from older versions only after the next switch.
8.6.3 Name and comment ¶
The name identifies the profile in the profile list and the processing log. The comment is free text for your own notes and appears as a column in the profile list; both are covered by the profile search (see chapter 3.9).
8.6.4 Color ¶
With Show color and Select color… you mark the profile with a color: the profile list shows a color square in front of the name (from version 2.5.0 on), and the profile's entries in the log list carry a color stripe. This helps to visually distinguish profile groups (e.g. per department or client). In the color dialog, the color can also be typed in as a hex value (#RRGGBB, e.g. #87CEFA; from version 2.3.0 on).
8.6.5 Processing options ¶
Do not apply any further profiles after successful processing with this profile: When several profiles monitor the same folder, each responsible profile evaluates a new file and processes it if its filter matches. With this option set, once the profile has successfully processed a file, subsequent profiles no longer apply to that file. A file only counts as "No match" if none of the profiles processed it.
Order of the profiles: The profiles evaluate a file in alphabetical order of their names. How the profile list is currently sorted does not matter for this.
If a profile moves, renames or deletes the file, subsequent profiles no longer see it. Give such profiles a name that comes alphabetically after the others. Leading numbers have proven useful, for example:
10 Print invoices
20 Extract data
90 Archive invoices (moves the file)
From version 2.5.0 on, the program points out consequences of this option when saving. Profiles count as affected if they see the same files: the same file type (PDF or XML) and the same folder or an included subfolder.
- Profile without filter criteria with this option: It processes every file in its folders. The program names the active profiles that are only applied afterwards. They no longer receive any file. Save anyway saves the profile, Cancel shows the General page.
- Earlier profiles with this option: When you save a profile, the program names the profiles with this option that are applied before it. Files that one of them processes no longer reach the saved profile. Profiles whose filter demonstrably requires other invoices (e.g. a different seller via "is equal to") are not listed. Per profile, the note only appears if further such profiles have been added since the last confirmation. Do not ask again switches it off completely; you switch it back on in the options under Other (see chapter 40.18).
- In the log: If a profile with this option has processed a file and thereby skipped further responsible profiles, the last line of the task status names these profiles (at most five names).
If a profile is meant to catch only the remaining files, the note is to be expected. Confirm it with Save anyway in that case.
Tip: In the program options under Print defaults you define whether new profiles get this option preset (see chapter 40.11).
8.6.6 Period for regular processing ¶
Under Warning you specify whether and from when the program warns if the profile does not process any invoice (from version 2.3.0 on, see chapter 40.6.7):
| Selection |
Effect |
| Default (45 days) |
Period from the program options; if highlighting and email are switched off there, the entry reads Default (off) |
| Custom period |
Number of days for this profile only, e.g. 400 for annual invoices; the highlighting then applies even if it is switched off in the options |
| No warning |
Neither highlighting nor email for this profile |
The email itself is enabled on the Notifications page (see chapter 8.12.2).