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[IMP] accounting: ai powered document digitization page updated

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content/applications/finance/accounting/payables/supplier_bills/invoice_digitization.rst
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============================================================= ================================
Invoice digitization with optical character recognition (OCR) AI-powered document digitization
============================================================= ================================
**Invoice digitization** is the process of automatically encoding traditional paper invoices into **Invoice digitization** is the process of converting paper documents into vendor bill and customer
vendor bills and customer invoices forms in your accounting. invoice forms in your accounting.
Odoo uses :abbr:`OCR (optical character recognition)` and artificial intelligence technologies to 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 recognize the content of the documents. Vendor bill and customer invoice forms are automatically
created and populated based on the scanned invoices. created and populated based on the scanned invoices.
.. seealso:: .. seealso::
- `Test Odoo's invoice digitization <https://www.odoo.com/app/invoice-automation>`_ - `Test Odoo's invoice digitization <https://www.odoo.com/app/invoice-automation>`_
- :doc:`/applications/general/in_app_purchase`.
- `Odoo Tutorials: Invoice Digitization with OCR - `Odoo Tutorials: Invoice Digitization with OCR
<https://www.odoo.com/slides/slide/digitize-bills-with-ocr-1712>`_. <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 Configuration
============= =============
In :menuselection:`Accounting --> Configuration --> Settings --> Digitalization`, check the box In :menuselection:`Accounting --> Configuration --> Settings --> Digitization`, check the box
:guilabel:`Document Digitalization` and choose whether :guilabel:`Vendor Bills` and :guilabel:`Document Digitization` and choose whether :guilabel:`Vendor Bills` and
:guilabel:`Customer Invoices` should be processed automatically or manually. :guilabel:`Customer Invoices` (this includes customer credit notes) should be processed
automatically or on demand.
The :guilabel:`Single Invoice Line Per Tax` option can also be selected. It enables to get only one If you enable the :guilabel:`Single Invoice Line Per Tax` option, only one line is created per tax
line created per tax in the new bill, regardless of the number of lines from the invoice. in the new bill, regardless of the number of lines on the invoice.
Invoice upload Invoice upload
============== ==============
@ -45,34 +42,56 @@ Upload invoices using an email alias
You can configure your connected scanner to send scanned documents to an email alias. Emails sent to 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. 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 You can modify the email alias of a journal. To do so, go to the :guilabel:`Settings` app. Under
--> Journals`, opening the appropriate journal, opening the :guilabel:`Advanced Settings` tab, and :guilabel:`General Settings: Discuss`, enable :guilabel:`Custom Email Servers`, add an
modifying the :guilabel:`Email Alias` field. :guilabel:`Alias Domain`, and :guilabel:`Save`.
If you use the :doc:`Documents <../../../documents>` app, you can send your scanned invoices to the The email alias is now available in the :guilabel:`Advanced Settings` tab of the journal. Emails
:guilabel:`Finance` workspace (e.g., `inbox-financial@example.odoo.com`). sent to this address will be converted automatically into new invoices or bills.
.. note::
If you use the :doc:`Documents <../../../documents>` app, you can automatically send your scanned
invoices to the :guilabel:`Finance` workspace (e.g., `inbox-financial@example.odoo.com`).
The default email aliases `vendor-bills@` and `customer-invoices@` followed by the
:guilabel:`Alias Domain` you set are automatically created for the :guilabel:`Vendor Bills` and
:guilabel:`Customer Invoices` journals, respectively. Emails sent to these addresses are converted
automatically into new invoices or bills.
To change a default email alias, go to
:menuselection:`Accounting --> Configuration --> Accounting: Journals`. Select the journal you want
to edit, click on the :guilabel:`Advanced Settings` tab, and edit the `Email Alias`.
Invoice digitization Invoice digitization
==================== ====================
According to your settings, the document is either processed automatically, or you need to click on According to your settings, the document is either processed automatically, or you need to click on
:guilabel:`Send for digitalization` to do it manually. :guilabel:`Send for digitization` to do it manually.
Once the data is extracted from the PDF, you can correct it if necessary by clicking on the 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. respective tags (available in :guilabel:`Edit` mode) and selecting the proper information instead.
Data recognition with AI
========================
It is essential to review and correct (if needed) the information uploaded during digitization.
Then, you have to post the document by clicking on :guilabel:`Confirm`. In this manner, the AI
learns, and the system identifies the correct data for future digitizations.
Pricing Pricing
======= =======
| The **invoice digitization** is an In-App Purchase (IAP) service that requires prepaid credits to The **invoice digitization** is an In-App Purchase (IAP) service that requires prepaid credits to
work. Digitizing one document consumes one credit. 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 To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings --> Digitization`
:guilabel:`View My Services`. and click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> Odoo IAP` and click on
:guilabel:`View My Services`.
.. important:: .. important::
- If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits to
to test the feature. test the feature.
.. seealso:: .. seealso::
- `Our Privacy Policy <https://iap.odoo.com/privacy#header_6>`_. - `Our Privacy Policy <https://iap.odoo.com/privacy#header_6>`_
- :doc:`/applications/general/in_app_purchase`