2020-03-30 12:04:43 +02:00
|
|
|
==============================================================
|
2022-05-04 12:36:35 +00:00
|
|
|
Digitize vendor bills with optical character recognition (OCR)
|
2020-03-30 12:04:43 +02:00
|
|
|
==============================================================
|
|
|
|
|
|
|
|
|
|
Encoding bills manually can be a time-consuming task. Having a solution that allows you to digitize
|
2022-03-04 19:49:39 +00:00
|
|
|
them and automatically import the data into your database reduces errors and saves you time.
|
2020-03-30 12:04:43 +02:00
|
|
|
|
2022-03-04 19:49:39 +00:00
|
|
|
.. important::
|
|
|
|
|
`Try it out <https://www.odoo.com/app/invoice-automation>`_! Upload one of your Bills or try one of our samples.
|
|
|
|
|
|
2020-03-30 12:04:43 +02:00
|
|
|
Set up the feature
|
|
|
|
|
==================
|
|
|
|
|
|
|
|
|
|
Go to :menuselection:`Accounting --> Settings --> Bill Digitalization`, and choose whether the bills
|
2022-03-04 19:49:39 +00:00
|
|
|
should be processed automatically (with OCR) or manually (on demand).
|
2020-03-30 12:04:43 +02:00
|
|
|
|
|
|
|
|
.. image:: media/setup_ocr.png
|
|
|
|
|
:align: center
|
|
|
|
|
:alt: Activate the feature going to the settings application in Odoo Accounting
|
|
|
|
|
|
|
|
|
|
Start digitizing your bills
|
|
|
|
|
---------------------------
|
|
|
|
|
|
|
|
|
|
Scan your bills and then go to :menuselection:`Accounting --> Vendors --> Bills` and upload your
|
|
|
|
|
document. Based on your configuration, it either processes the documents automatically, or you
|
|
|
|
|
need to click on *Send for Digitalization* to do it manually.
|
|
|
|
|
|
|
|
|
|
.. tip::
|
|
|
|
|
You can also create a vendor bill through the *Documents* app or by using an email alias on your
|
|
|
|
|
journals.
|
|
|
|
|
|
|
|
|
|
Once the data is extracted from the PDF, you can correct it if necessary by clicking on the
|
|
|
|
|
respective tag (available in *Edit* mode), and selecting the right information instead.
|
|
|
|
|
|
|
|
|
|
.. image:: media/example_ocr.png
|
|
|
|
|
:align: center
|
|
|
|
|
:height: 580
|
|
|
|
|
:alt: Example of a scanned bill in Odoo Accounting
|
|
|
|
|
|
|
|
|
|
.. note::
|
2020-07-08 17:28:11 +02:00
|
|
|
The more bills you scan, the better the system gets at identifying the correct data.
|
|
|
|
|
|
|
|
|
|
Pricing
|
|
|
|
|
=======
|
|
|
|
|
|
|
|
|
|
| The *Bill Digitalization* is an *In-App Purchase (IAP)* service which requires prepaid credits to
|
2022-03-04 19:49:39 +00:00
|
|
|
work. Digitizing one document consumes one credit.
|
2020-07-08 17:28:11 +02:00
|
|
|
| To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings --> Bill
|
|
|
|
|
Digitalization` and click on *Buy credits*, or go to :menuselection:`Settings --> Odoo IAP` and
|
|
|
|
|
click on *View My Services*.
|
|
|
|
|
|
|
|
|
|
.. important::
|
|
|
|
|
- If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
|
|
|
|
|
credits to test the feature.
|
2022-03-04 19:49:39 +00:00
|
|
|
.. seealso::
|
|
|
|
|
- Our `Privacy Policy <https://iap.odoo.com/privacy#header_6>`_.
|