[IMP] accounting: new content for invoice digitization (ocr)

closes odoo/documentation#2262

Id: 2320188
X-original-commit: c8fd4608d4
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit is contained in:
Donatienne Pirlot 2022-05-24 08:44:55 +00:00
parent bf128be2f7
commit 06d259b93d
7 changed files with 95 additions and 58 deletions

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@ -11,4 +11,4 @@ Vendor bills
supplier_bills/purchase_receipts
supplier_bills/deferred_expenses
supplier_bills/assets
supplier_bills/ocr
supplier_bills/invoice_digitization

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@ -0,0 +1,78 @@
=============================================================
Invoice digitization with optical character recognition (OCR)
=============================================================
**Invoice digitization** is the process of automatically encoding traditional paper invoices into
vendor bills and customer invoices forms in your accounting.
Odoo uses :abbr:`OCR (optical character recognition)` and artificial intelligence technologies to
recognize the content of the documents. Vendor bills and customer invoices forms are automatically
created and populated based on the scanned invoices.
.. seealso::
- `Test Odoo's invoice digitization <https://www.odoo.com/app/invoice-automation>`_
- :doc:`/applications/general/in_app_purchase`.
- `Odoo Tutorials: Invoice Digitization with OCR
<https://www.odoo.com/slides/slide/digitize-bills-with-ocr-1712>`_.
.. note::
- The more documents you scan, the better the system identifies the correct data.
Configuration
=============
In :menuselection:`Accounting --> Configuration --> Settings --> Digitalization`, check the box
:guilabel:`Document Digitalization` and choose whether :guilabel:`Vendor Bills` and
:guilabel:`Customer Invoices` should be processed automatically or manually.
The :guilabel:`Single Invoice Line Per Tax` option can also be selected. It enables to get only one
line created per tax in the new bill, regardless of the number of lines from the invoice.
Invoice upload
==============
Upload invoices manually
------------------------
From the :guilabel:`Accounting Dashboard`, click on the :guilabel:`Upload` button of your vendor
bills journal.
Alternatively, go to :menuselection:`Accounting --> Customers --> Invoices` or
:menuselection:`Accounting --> Vendors --> Bills` and select :guilabel:`Upload`.
Upload invoices using an email alias
------------------------------------
You can configure your connected scanner to send scanned documents to an email alias. Emails sent to
these aliases are converted into new draft customer invoices or vendor bills.
You can modify the email alias of a journal by going to :menuselection:`Accounting --> Configuration
--> Journals`, opening the appropriate journal, opening the :guilabel:`Advanced Settings` tab, and
modifying the :guilabel:`Email Alias` field.
If you use the :doc:`Documents <../../../documents>` app, you can send your scanned invoices to the
:guilabel:`Finance` workspace (e.g., `inbox-financial@example.odoo.com`).
Invoice digitization
====================
According to your settings, the document is either processed automatically, or you need to click on
:guilabel:`Send for digitalization` to do it manually.
Once the data is extracted from the PDF, you can correct it if necessary by clicking on the
respective tags (available in Edit mode) and selecting the proper information instead.
Pricing
=======
| The **invoice digitization** is an In-App Purchase (IAP) service that requires prepaid credits to
work. Digitizing one document consumes one credit.
| To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings --> Digitization`
and click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> Odoo IAP` and click on
:guilabel:`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.
.. seealso::
- `Our Privacy Policy <https://iap.odoo.com/privacy#header_6>`_.

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@ -1,56 +0,0 @@
==============================================================
Digitize vendor bills with optical character recognition (OCR)
==============================================================
Encoding bills manually can be a time-consuming task. Having a solution that allows you to digitize
them and automatically import the data into your database reduces errors and saves you time.
.. important::
`Try it out <https://www.odoo.com/app/invoice-automation>`_! Upload one of your Bills or try one of our samples.
Set up the feature
==================
Go to :menuselection:`Accounting --> Settings --> Bill Digitalization`, and choose whether the bills
should be processed automatically (with OCR) or manually (on demand).
.. image:: ocr/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:: ocr/example_ocr.png
:align: center
:height: 580
:alt: Example of a scanned bill in Odoo Accounting
.. note::
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
work. Digitizing one document consumes one credit.
| 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.
.. seealso::
- Our `Privacy Policy <https://iap.odoo.com/privacy#header_6>`_.

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@ -145,5 +145,18 @@ It remains possible to resequence the invoices but with some restrictions:
#. The feature does not work if the sequence is inconsistent with the month of the entry.
#. It does not work if the sequence leads to a duplicate.
#. The order of the invoice remains unchanged.
#. It is useful for people who use a numbering from another software and who want to continue the
#. It is useful for people who use a numbering from another software and who want to continue the
current year without starting over from the beginning.
Invoice digitization with optical character recognition (OCR)
---------------------------------------------------------------
**Invoice digitization** is the process of automatically encoding traditional paper invoices into
invoices forms in your accounting.
Odoo uses OCR and artificial intelligence technologies to recognize the content of the documents.
Vendor bills and customer invoices forms are automatically created and populated based on scanned
invoices.
.. seealso::
- :doc:`/applications/finance/accounting/payables/supplier_bills/invoice_digitization`

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@ -303,6 +303,8 @@ purchase/replenishment/multicompany/setup.rst applications/general/multi_compani
applications/general/product_images.rst applications/sales/sales/products_prices/products/product_images.rst # fix a wrong target hard-coded in Odoo
applications/finance/accounting/payables/supplier_bills/ocr.rst applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst # ocr --> invoice_digitization
applications/sales/crm/optimize/outlook_extension.rst applications/productivity/mail_plugins/outlook.rst
applications/general/payment_acquirers/adyen.rst applications/finance/payment_acquirers/adyen.rst