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Status: In Prod | Language: English | Review date: Oct 4, 2026 | Owner: Abdul Raheem
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What this feature does: Defines the fields Dost captures on each document type (header, line items and taxes), which are mandatory, how dates and amounts are formatted, and how duplicates are handled.
Who uses it: Admins / implementation team
Where: Sidebar → Configuration → Document · /configuration/document-configuration
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Video walkthroughs
Document configuration: Fields tab with Header fields for Invoice
The page has three tabs: Fields · Format Setting · Others. The header shows Last updated by <user> on <date> and a Save button. Click Save after any change.
Pick the document type: Invoice · Purchase Order · Delivery Note. Fields are grouped in Header, Items and Taxes, each listing Name · Data Type · Mandatory · Actions.
System fields (e.g. Invoice ID, Invoice Date, Total Amount, Vendor Company Name) are fixed and can't be changed. ERP connectors also add their own fields here (e.g. BusinessCentralVendorName). See Data Sinks (ERP).
Add Field → fill in → Save
Add Field dialog: name, field type, data type, mandatory, hide, visible in listing, order
| Option | What it does |
|---|---|
| Field name | Name of the new field (e.g. Project, Cost centre, Contract number) |
| Field Type | Header (one value per document) or Table Property (a column on a table such as the line items) |
| Data type | Number (Fractional) · Date · Text · Number (Whole) |
| Mandatory | The field must have a value |
| Hide | Hides the field |
| Visible in Document Listing | Shows the field as a column in the document list (header fields) |
| Order | Position of the field |
Set Date Format and Currency Format (e.g. X.XXX,XX) for Default Configuration, or override them per supplier (Vendor Configuration) or per customer (Customer Configuration). Use an override when a supplier's documents don't follow your default format.
Format Setting: default / vendor / customer configuration with date and currency format
Others tab: duplicate settings, decimal precision and integration settings
| Setting | What it does |
|---|---|
| Replace duplicate (Invoice) | When a new invoice is detected as a duplicate, it replaces the old invoice |
| Email user about duplicate document | Emails the user when a duplicate is detected |
| Email supplier about duplicate document | Emails the supplier when a duplicate is detected |
| Enable Auto-Remove Duplicate Documents | Automatically removes duplicate documents to prevent duplicate entries |
| Duplicate detection - additional fields | Extra fields checked for duplicates, on top of document ID and vendor ID |
| Decimal Precision → Number Format | Decimals kept on numeric fields during post-processing: 4 decimals (0.00##), 3 decimals (0.00#) or 2 decimals (0.00) |
| Disable update and delete for integrated documents | Documents already sent to the ERP can't be edited or deleted |