Supplier or vendor name
Supplier name is one of the most important invoice fields because it anchors the row to a real business. Without it, filtering and reconciliation become much harder.
Invoice number
Invoice number helps you match extracted rows back to the original document and identify duplicates or missing entries in a batch.
Invoice date
Standardized invoice dates make sorting, reporting, and aging analysis much easier across suppliers and billing cycles.
Subtotal, tax, total, and currency
These amount fields are the backbone of spreadsheet-ready invoice data. Separating subtotal, tax, total, and currency gives you cleaner exports and fewer questions later.
- Subtotal for pre-tax analysis
- Tax for reporting and bookkeeping checks
- Total for payment and reconciliation workflows
- Currency for multi-region suppliers or mixed billing
Line items
Line items can be useful when you need item-level detail, but they are not always necessary in the first export. Many teams start with one row per invoice and add line-item extraction only when the business case is clear.
Why standardized fields matter for bookkeeping and imports
Standardized fields make downstream work predictable. They reduce manual column cleanup, make imports less fragile, and help teams compare invoices without rebuilding the spreadsheet every time new files arrive.