How to retrieve automatically data from invoices or delivery notes
To data recovery automatically from invoices or DDT (Document of Transport) you can use a data capture.
Once recovered, according to the requirements, the data may serve to:
Depending on the configuration of the data capture system used, it can automatically capture:
- header data (reseller, date, number)
- details data (grid with list product, amount, unit cost, total line)
- footer data (taxable amount, tax, total)
The bill is a typical layout document variable as the data are positioned differently depending on the provider that issued the document.
- Automatically index invoices and DDT so as classification keys for the document management system;
- automatically feed the first note of the accounting system;
- reconcile billing and inventory;
To solve this problem you can use two approaches:
The first approach is used where the number of reseller is not high: create a specific template for each layout known invoice which is then matched to the invoice being processed automatically by the system after it has been identified graphically.
- structured approach
- free-form approach
The second approach is used instead where the number of reseller is high: the template is unique and works by using rules that allow it to work on any layout unknown following the rules known in advance.
For the first approach can be used Recogniform Reader, with the modules of the OCR and Forms of Identification.
For the second approach can be used Recogniform Invoice, the ready to use solution that can extract data from any invoice or DDT template without the need to prepare ad-hoc and with the possibility of self learning, to become more and more powerful with the use.