c68cc154ed
This commit improves the structure of the accounting documentation by
- reducing the levels necessary to reach the information
- grouping some docs
- moving content to their parent category page (content in all levels)
- renaming some sections to reflect the structure of the app better
task-3330093
closes odoo/documentation#4478
X-original-commit: 14afa1a1a2
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
100 lines
4.3 KiB
ReStructuredText
100 lines
4.3 KiB
ReStructuredText
================================
|
|
AI-powered document digitization
|
|
================================
|
|
|
|
**Invoice digitization** is the process of converting paper documents into vendor bill and customer
|
|
invoice forms in your accounting.
|
|
|
|
Odoo uses :abbr:`OCR (optical character recognition)` and artificial intelligence technologies to
|
|
recognize the content of the documents. Vendor bill and customer invoice forms are automatically
|
|
created and populated based on the scanned invoices.
|
|
|
|
.. seealso::
|
|
- `Test Odoo's invoice digitization <https://www.odoo.com/app/invoice-automation>`_
|
|
- `Odoo Tutorials: Invoice Digitization with OCR
|
|
<https://www.odoo.com/slides/slide/digitize-bills-with-ocr-1712>`_
|
|
|
|
Configuration
|
|
=============
|
|
|
|
In :menuselection:`Accounting --> Configuration --> Settings --> Digitization`, check the box
|
|
:guilabel:`Document Digitization` and choose whether :guilabel:`Vendor Bills` and
|
|
:guilabel:`Customer Invoices` (this includes customer credit notes) should be processed
|
|
automatically or on demand.
|
|
|
|
If you enable the :guilabel:`Single Invoice Line Per Tax` option, only one line is created per tax
|
|
in the new bill, regardless of the number of lines on 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`.
|
|
|
|
.. _invoice-digitization/email-alias:
|
|
|
|
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. To do so, go to the :guilabel:`Settings` app. Under
|
|
:guilabel:`General Settings: Discuss`, enable :guilabel:`Custom Email Servers`, add an
|
|
:guilabel:`Alias Domain`, and :guilabel:`Save`.
|
|
|
|
The email alias is now available in the :guilabel:`Advanced Settings` tab of the journal. Emails
|
|
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
|
|
====================
|
|
|
|
According to your settings, the document is either processed automatically, or you need to click on
|
|
: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
|
|
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
|
|
=======
|
|
|
|
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 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>`_
|
|
- :doc:`/applications/general/in_app_purchase`
|