[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>
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@ -11,4 +11,4 @@ Vendor bills
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supplier_bills/purchase_receipts
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supplier_bills/deferred_expenses
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supplier_bills/assets
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supplier_bills/ocr
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supplier_bills/invoice_digitization
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@ -0,0 +1,78 @@
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=============================================================
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Invoice digitization with optical character recognition (OCR)
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=============================================================
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**Invoice digitization** is the process of automatically encoding traditional paper invoices into
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vendor bills and customer invoices forms in your accounting.
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Odoo uses :abbr:`OCR (optical character recognition)` and artificial intelligence technologies to
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recognize the content of the documents. Vendor bills and customer invoices forms are automatically
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created and populated based on the scanned invoices.
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.. seealso::
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- `Test Odoo's invoice digitization <https://www.odoo.com/app/invoice-automation>`_
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- :doc:`/applications/general/in_app_purchase`.
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- `Odoo Tutorials: Invoice Digitization with OCR
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<https://www.odoo.com/slides/slide/digitize-bills-with-ocr-1712>`_.
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.. note::
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- The more documents you scan, the better the system identifies the correct data.
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Configuration
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=============
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In :menuselection:`Accounting --> Configuration --> Settings --> Digitalization`, check the box
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:guilabel:`Document Digitalization` and choose whether :guilabel:`Vendor Bills` and
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:guilabel:`Customer Invoices` should be processed automatically or manually.
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The :guilabel:`Single Invoice Line Per Tax` option can also be selected. It enables to get only one
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line created per tax in the new bill, regardless of the number of lines from the invoice.
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Invoice upload
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==============
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Upload invoices manually
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------------------------
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From the :guilabel:`Accounting Dashboard`, click on the :guilabel:`Upload` button of your vendor
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bills journal.
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Alternatively, go to :menuselection:`Accounting --> Customers --> Invoices` or
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:menuselection:`Accounting --> Vendors --> Bills` and select :guilabel:`Upload`.
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Upload invoices using an email alias
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------------------------------------
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You can configure your connected scanner to send scanned documents to an email alias. Emails sent to
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these aliases are converted into new draft customer invoices or vendor bills.
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You can modify the email alias of a journal by going to :menuselection:`Accounting --> Configuration
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--> Journals`, opening the appropriate journal, opening the :guilabel:`Advanced Settings` tab, and
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modifying the :guilabel:`Email Alias` field.
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If you use the :doc:`Documents <../../../documents>` app, you can send your scanned invoices to the
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:guilabel:`Finance` workspace (e.g., `inbox-financial@example.odoo.com`).
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Invoice digitization
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====================
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According to your settings, the document is either processed automatically, or you need to click on
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:guilabel:`Send for digitalization` to do it manually.
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Once the data is extracted from the PDF, you can correct it if necessary by clicking on the
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respective tags (available in Edit mode) and selecting the proper information instead.
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Pricing
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=======
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| The **invoice digitization** is an In-App Purchase (IAP) service that requires prepaid credits to
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work. Digitizing one document consumes one credit.
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| To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings --> Digitization`
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and click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> Odoo IAP` and click on
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:guilabel:`View My Services`.
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.. important::
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- If you are on Odoo Online (SaaS) and have the Enterprise version, you benefit from free trial
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credits to test the feature.
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.. seealso::
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- `Our Privacy Policy <https://iap.odoo.com/privacy#header_6>`_.
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@ -1,56 +0,0 @@
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==============================================================
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Digitize vendor bills with optical character recognition (OCR)
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==============================================================
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Encoding bills manually can be a time-consuming task. Having a solution that allows you to digitize
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them and automatically import the data into your database reduces errors and saves you time.
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.. important::
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`Try it out <https://www.odoo.com/app/invoice-automation>`_! Upload one of your Bills or try one of our samples.
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Set up the feature
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==================
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Go to :menuselection:`Accounting --> Settings --> Bill Digitalization`, and choose whether the bills
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should be processed automatically (with OCR) or manually (on demand).
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.. image:: ocr/setup_ocr.png
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:align: center
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:alt: Activate the feature going to the settings application in Odoo Accounting
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Start digitizing your bills
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---------------------------
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Scan your bills and then go to :menuselection:`Accounting --> Vendors --> Bills` and upload your
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document. Based on your configuration, it either processes the documents automatically, or you
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need to click on *Send for Digitalization* to do it manually.
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.. tip::
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You can also create a vendor bill through the *Documents* app or by using an email alias on your
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journals.
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Once the data is extracted from the PDF, you can correct it if necessary by clicking on the
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respective tag (available in *Edit* mode), and selecting the right information instead.
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.. image:: ocr/example_ocr.png
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:align: center
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:height: 580
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:alt: Example of a scanned bill in Odoo Accounting
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.. note::
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The more bills you scan, the better the system gets at identifying the correct data.
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Pricing
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=======
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| The *Bill Digitalization* is an *In-App Purchase (IAP)* service which requires prepaid credits to
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work. Digitizing one document consumes one credit.
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| To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings --> Bill
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Digitalization` and click on *Buy credits*, or go to :menuselection:`Settings --> Odoo IAP` and
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click on *View My Services*.
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.. important::
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- If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
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credits to test the feature.
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.. seealso::
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- 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:
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#. The feature does not work if the sequence is inconsistent with the month of the entry.
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#. It does not work if the sequence leads to a duplicate.
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#. The order of the invoice remains unchanged.
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#. It is useful for people who use a numbering from another software and who want to continue the
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#. It is useful for people who use a numbering from another software and who want to continue the
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current year without starting over from the beginning.
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Invoice digitization with optical character recognition (OCR)
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---------------------------------------------------------------
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**Invoice digitization** is the process of automatically encoding traditional paper invoices into
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invoices forms in your accounting.
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Odoo uses OCR and artificial intelligence technologies to recognize the content of the documents.
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Vendor bills and customer invoices forms are automatically created and populated based on scanned
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invoices.
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.. seealso::
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- :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
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applications/general/product_images.rst applications/sales/sales/products_prices/products/product_images.rst # fix a wrong target hard-coded in Odoo
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applications/finance/accounting/payables/supplier_bills/ocr.rst applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst # ocr --> invoice_digitization
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applications/sales/crm/optimize/outlook_extension.rst applications/productivity/mail_plugins/outlook.rst
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applications/general/payment_acquirers/adyen.rst applications/finance/payment_acquirers/adyen.rst
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