diff --git a/content/applications/finance/accounting/payables/supplier_bills.rst b/content/applications/finance/accounting/payables/supplier_bills.rst index b4519cca1..3c2a9118b 100644 --- a/content/applications/finance/accounting/payables/supplier_bills.rst +++ b/content/applications/finance/accounting/payables/supplier_bills.rst @@ -11,4 +11,4 @@ Vendor bills supplier_bills/purchase_receipts supplier_bills/deferred_expenses supplier_bills/assets - supplier_bills/ocr + supplier_bills/invoice_digitization diff --git a/content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst b/content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst new file mode 100644 index 000000000..5d79c6f69 --- /dev/null +++ b/content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst @@ -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 `_ + - :doc:`/applications/general/in_app_purchase`. + - `Odoo Tutorials: Invoice Digitization with OCR + `_. + +.. 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 `_. \ No newline at end of file diff --git a/content/applications/finance/accounting/payables/supplier_bills/ocr.rst b/content/applications/finance/accounting/payables/supplier_bills/ocr.rst deleted file mode 100644 index 1af119173..000000000 --- a/content/applications/finance/accounting/payables/supplier_bills/ocr.rst +++ /dev/null @@ -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 `_! 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 `_. diff --git a/content/applications/finance/accounting/payables/supplier_bills/ocr/example_ocr.png b/content/applications/finance/accounting/payables/supplier_bills/ocr/example_ocr.png deleted file mode 100644 index f51fd60e3..000000000 Binary files a/content/applications/finance/accounting/payables/supplier_bills/ocr/example_ocr.png and /dev/null differ diff --git a/content/applications/finance/accounting/payables/supplier_bills/ocr/setup_ocr.png b/content/applications/finance/accounting/payables/supplier_bills/ocr/setup_ocr.png deleted file mode 100644 index 50b93c4ec..000000000 Binary files a/content/applications/finance/accounting/payables/supplier_bills/ocr/setup_ocr.png and /dev/null differ diff --git a/content/applications/finance/accounting/receivables/customer_invoices/overview.rst b/content/applications/finance/accounting/receivables/customer_invoices/overview.rst index 43f9bb981..fe22c34ac 100644 --- a/content/applications/finance/accounting/receivables/customer_invoices/overview.rst +++ b/content/applications/finance/accounting/receivables/customer_invoices/overview.rst @@ -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` diff --git a/redirects.txt b/redirects.txt index b775612c2..783c77c48 100644 --- a/redirects.txt +++ b/redirects.txt @@ -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