9ab23b7456
The previous guidelines for titles and headings included an exception to
capitalize feature names as they are written in the apps. However, this
exception seems to have confused most writers as it isn't always clear
what should be considered as a feature name or what should be considered
as a noun or noun group. This commit removes this exception to make the
writing and reviewing processes easier while retaining good titles and
improving consistency across the documentation. It also changes the
titles of the Accounting section to provide a better example to other
writers.
task-id 2843109
closes odoo/documentation#1919
X-original-commit: 1997788e81
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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==============================================================
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Digitize vendor bills with optical character recognition (OCR)
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==============================================================
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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 into your database reduces errors and saves you time.
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.. important::
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`Try it out <https://www.odoo.com/app/invoice-automation>`_! Upload one of your Bills or try one of our samples.
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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 (with OCR) or manually (on demand).
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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. Digitizing 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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.. seealso::
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- Our `Privacy Policy <https://iap.odoo.com/privacy#header_6>`_.
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