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

closes odoo/documentation#2260

Id: 2320188
X-original-commit: c8fd4608d4
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>

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

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 <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>`_.

content/applications/finance/accounting/payables/supplier_bills/ocr.rst

@@ -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>`_.

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`

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