52 lines
2.1 KiB
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52 lines
2.1 KiB
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==============================================================
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Digitize Vendor Bills with Optical Character Recognition (OCR)
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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 to your database reduces errors and saves you time.
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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 or manually.
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.. image:: media/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:: media/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. Digitalizing 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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- Click `here <https://iap.odoo.com/privacy#header_4>`_ to know about our *Privacy Policy*. |