AI-powered document digitization¶
Invoice digitization is the process of converting paper documents into vendor bill and customer invoice forms in your accounting.
Flectra uses OCR 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.
Configuration¶
In , check the box Document Digitization and choose whether Vendor Bills and Customer Invoices (this includes customer credit notes) should be processed automatically or on demand.
If you enable the 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 Accounting Dashboard, click on the Upload button of your vendor bills journal. Alternatively, go to or and select Upload.
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 Settings app. Under General Settings: Discuss, enable Custom Email Servers, add an Alias Domain, and Save.
The email alias is now available in the Advanced Settings tab of the journal. Emails sent to this address will be converted automatically into new invoices or bills.
The default email aliases vendor-bills@ and customer-invoices@ followed by the
Alias Domain you set are automatically created for the Vendor Bills and
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
. Select the journal you want
to edit, click on the 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 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 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 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 and click on Buy credits, or go to and click on View My Services.
Important
If you are on Flectra Online and have the Professional version, you benefit from free trial credits to test the feature.
See also