[ADD] accounting: doc about OCR (#585)

This commit is contained in:
KBR 2020-03-30 12:04:43 +02:00 committed by GitHub
parent 4386f91c65
commit 2ac5e72643
No known key found for this signature in database
GPG Key ID: 4AEE18F83AFDEB23
4 changed files with 39 additions and 0 deletions

View File

@ -9,3 +9,4 @@ Vendor Bills
supplier_bills/bills_or_receipts
supplier_bills/deferred_expenses
supplier_bills/assets
supplier_bills/ocr

Binary file not shown.

After

Width:  |  Height:  |  Size: 60 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 15 KiB

View File

@ -0,0 +1,38 @@
==============================================================
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 to your database reduces errors and saves you time.
Set up the feature
==================
Go to :menuselection:`Accounting --> Settings --> Bill Digitalization`, and choose whether the bills
should be processed automatically or manually.
.. 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::
The more bills you scan, the better the system gets at identifying the correct data.