Document Digitization - Odoo 17 Enterprise Book

Document Digitization

The vendor bill line will be automatically filled in in accordance with the Document Digitization feature in the Odoo17 Accounting module, which uses OCR and AI to digitize your PDF or scanned documents. You may effortlessly manage your vendor invoices and bills with the help of this function on a daily basis. All of the papers may be gathered in one location, and your database will be updated as a result. All papers will be instantly recognised by the OCR software and entered into your Odoo17 database. From the Accounting module's Settings menu, you can turn on this option. the database's history of prior bills.

Odoo 17 Accounting

You can choose how to digitize the vendor bills and customer invoices after turning on this option. Depending on your needs, you can select the settings to Do Not Digitize, Digitise on Demand Only, or Digitise Automatically. The automatic encoding of your paper bills into vendor invoices and customer invoices in your Accounting module will be made possible by this functionality. To receive just one invoice line per tax, use the Single Invoice Line per Tax setting.

The invoices and bills can be manually uploaded, or scanned papers can be sent via email alias. To upload an invoice or bill to your system, use the Upload button found on the Customer Invoice and Vendor Bills platforms in the Odoo17 Accounting module.

Odoo 17 Accounting

Here, we'll use the Upload button found in the Invoices menu to upload a customer invoice. Once you've finished, the procedure will be conducted automatically in accordance with your settings, and the information will be pre-populated into the invoice's fields as shown below.

Odoo 17 Accounting

You can choose to manually complete the procedure by selecting the Send For Digitization button.

Odoo 17 Accounting

You can examine the data and make any necessary edits once the details from the scanned or PDF document have been extracted to your PC. Keep in mind that in order to retrieve data from invoices, you must purchase credits.



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