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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 3 months 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 โ‚ฌ0.15 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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