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How do I book an OCR purchase invoice?
How do I book an OCR purchase invoice?
Ryan Voerman avatar
Written by Ryan Voerman
Updated over a month ago

What is OCR?

OCR (Optical Character Recognition), also known as Scan & Recognize in InformerOnline, is a technology that converts text from scanned documents or images into editable and searchable text.

It is a powerful tool for digitizing and automating the processing of purchase invoices, saving you time by automatically populating fields with the relevant information.

Benefits of OCR

  1. Time-saving: OCR automatically recognizes and fills in the required information from the invoice, such as the supplier name, invoice amount, and VAT percentage.

  2. Accuracy: It minimizes the risk of human error by extracting the data directly from the document.

Activating OCR

To activate OCR, follow the steps below:

  1. Navigate to Settings in the left-hand menu;

  2. Choose App store;

  3. Look for the Scan & Recognize app and choose Activate;

    1. Optionally, you can choose to exclude sales invoices by checking the Exclude sales invoices box, so OCR only applies to purchase invoices and receipts;

  4. Save the settings to activate the OCR module.

Note: You can scan up to 50 documents per month for free under the fair use policy. After that, each document costs €0.15 starting from document 51.

Book an OCR purchase invoice

  1. Open a OCR invoice;

    1. OCR invoices can be identified by the OCR label next to To process;

  2. All relevant data (e.g., supplier, amounts, VAT) is already known and automatically entered in the correct fields, because of the UBL information;

  3. Review, change if necessary and click Save to book the purchase invoice.

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