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Base formats

These are the base formats, some of which are common to almost all electronic document management systems. Unlike intelligent formats, they are not marked with in the list of formats.

Generic​

This is the most generic format available, it can fit any text.

When you are not sure, you should always use Generic, and then try a different format if the result does not match your expectations.

Boolean​

A yes/no value.

Cadastral category​

The Italian cadastral category of a building, such as A/2. Available only for Italian accounts.

Person's full name​

Any combination of people's first and last names.

Format specialization: Allow company trade names.

Currency​

Numbers with a fixed format relating to money, with two digits after the decimal separator, such as €10.00.

Format specializations: the minus sign can appear only to the left (default) or also to the right of the number, Broad currency search mode, Force positive number.

Integer number​

Numbers without a decimal part, such as 357.

Format specializations: Force positive number, Force OCR number.

Number​

Numbers with an integer and a decimal part, such as 45.18492.

Format specializations: Ignore spacing characters, decimal separator dot (1,234.56) or comma (1.234,56).

Total taxable​

A monetary amount, optimized to extract the taxable total among several available amounts.

It has the same format specializations as Currency.

Total VAT​

A monetary amount, optimized to extract the VAT total among several available amounts.

It has the same format specializations as Currency.

Derived date​

A date before or after another date, calculated with a configurable rule. In the property configuration choose the Starting date, that is the property containing the date to start from, and the Derived date Calculation rule, such as 30 days, 60 days from the invoice date end of month, a product warranty or a legal deadline.

Time (hours:minutes)​

Any instant in time expressed in hours:minutes.

Time range (hours:minutes → hours:minutes)​

A time range, expressed as hours:minutes → hours:minutes.

A single choice from a list of possible values. The list is initially empty: add the values in Element configuration, in the property configuration, with Add value.

Payment terms​

A choice from the typical payment terms of a tax document.

Expenditure categories​

A choice from a list of expense categories:

  • Expenditure category (personnel): expenses related to personal life and housing.
  • Expenditure category (corporate): expenses pertaining to corporate taxation.

Italian VAT lists​

Available only for Italian accounts:

  • Nature of transaction: the nature of the VAT transaction, such as N1, N2, N3.
  • Sales VAT category and VAT category Purchases: VAT categories for business accounting.