BR-Receipts User's Guide
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Table of Contents 1 General Information 1 Features......................................................................................................................... 2 System Requirements.................................................................................................... 2 2 Overview 3 3 Getting Started 5 Menu Bar ....................................................................................................................... 5 Command Toolbar...........................
1 General Information BR-Receipts processes receipts by reading the information from scanned images and categorizing it using field recognition. You can edit, view items and track expenses by building and maintaining a database of all the information.
Features • Import receipts from files to build and maintain a database of all the information. • Export receipt images or data to the cloud from BR-Receipts. • Scan receipts to keep detailed records. • Apply an existing template or create a new template to process batch receipts when importing or scanning. • Read the information and categorize the data by field recognition. • Create reports to view and track expenses.
2 Overview The following descriptions and instructions will help you get started: 1. Create a Receipt Box Create a receipt box to build a database of your receipts. You can import, scan, manually create, and paste receipts into the receipt box. 2. Scan Put the receipt in the scanner and begin scanning. The scanning progress bar displays the scanning status. 3.
e. When you select Export to QuickBooks, you must enter Debit Account and Credit Account details to continue. 6. Export to Cloud To export to cloud, do one of the following: - Right-click a receipt box or folder and choose Export to Cloud from the context menu. - Select a receipt box or folder and click on the toolbar. - Choose Export to Cloud from File menu to open the BOL login dialog box.
3 Getting Started From the BR-Receipts screen, you can view file folders, a list of all receipts, an image of the selected receipt, and the recognized data. You can control which receipts are displayed in the list by clicking and selecting Recently Added (receipts updated in the last the All drop-down list three days), or Unverified. Menu Bar The Menu bar provides the commands you use to perform program functions within BR-Receipts. For more information, see the Menu Commands section.
Command Toolbar The Command toolbar displays the most commonly used commands. Click an icon to execute the command. Scan Import: Scan receipts to the currently selected folder. NOTE: This feature only applies to folders. File Import: Import receipts to the currently selected folder. NOTE: This feature only applies to folders. Export: Export receipt images to file. Report: Create a data report for the selected receipt(s).
Right-click a receipt box to view these commands: New Folder Create a folder. Rename Box Change the name of the receipt box. NOTE: The receipt box name can be no more than 150 characters. Save As… Save the receipt box under another name. Set Location Choose a receipt box location from the menu. Close Close the receipt box and all the folders under it.
Status Bar The Status bar displays the current number of receipts, the unverified receipts and the processing status when you upload files to BOL. To view status when you upload receipt images or data to the cloud, click successfully, appears in the status bar. When you export a file List View The List View window displays information about the selected folder. It displays the receipt data in columns as three totals: Total Amount, Reimburse, and Sales Tax. Each receipt will be listed along with the data.
• Redo: Click • Zoom in or zoom out: Use the slider magnification of the image. • Fit to Width: Adjust the image to match with the width of the page. • Fit to Page: Adjust the image to match with the height or width of the page. to redo the last operation performed on an image file. , to change the Right-click on an empty area to view these commands: Zoom In Increase magnification. Zoom Out Reduce magnification. Fit to Page Adjust the image to match with the height or width of the page.
4 Working with BR-Receipts BR- Receipts is designed to help you organize and track your expenses. Once you start scanning and saving your receipts, use these basic functions to keep your database current. Setting up BR-Receipts Click on the toolbar or click the BR-Receipts menu and select Preferences, and then enter your BOL account information, user profile and defined field values to personalize your program.
User Defined Field: Select a receipt box and choose a type of field you want to update. The items under the selected type will be displayed as a list. • Click Add to open a dialog box, type the item name, and click OK to add the item to the selected list. • Click Edit to change an item name in the selected list. • Click Delete to remove an item from the selected list.
You can add an item to a type list, defining as it belonging to this type, and similar field content will be categorized to this type when it encounters the defined field values during field categorizing. For example, you can add Credit Card to the list Display name of Payment Type, so that when the keyword Credit Card is recognized during field categorizing, it will be placed under the field of Display name of Payment Type.
2. Choose your preferred scanning style: Select Scan with TWAIN user interface if you want to use the scanner's TWAIN interface for scanning. Select Quick scan (the default setting) to have scanning begin as soon as you click OK. Quick Scan uses the settings defined in this screen, as follows: • Resolution: 300 dpi (dots per inch) will have the best recognition performance in most cases. • Image type: The default setting is Color. Set the Image type to Gray when scanning black and white receipts.
NOTE: When you select "Carrier Sheet Mode", the software automatically skips scanning the header of the carrier sheet. The width of the header depends on the scanner you are using. If you are scanning a long receipt, fold the receipt to fit to the carrier sheet with title and total amount items shown. Do not skew the paper when folding. NOTE: Carrier sheets may differ depending on your scanner model. • Scan Size: The default setting is Auto Detect.
6. The Choose template screen will open. Select a template or create a new template to batch-process your receipts. For more information, see Using Receipt Template. 7. When the scanner finishes scanning the receipt, you can click in Image View and drag a rectangle to select an area, right-click the selected area and select the field type from Receipt Date, Amount, Sales Tax, Vendor and Payment Type, (or drag the selected area directly to the desired field) to recognize it.
• Automatically crop the receipts: Select to have BR-Receipts crop images automatically during importing. • Display the last receipt imported or scanned: Select to display the last receipt imported or scanned. If this option is not selected, the most recently opened receipt will be displayed. • Click OK to finish. 3. Click Open, the Choose template screen will open.Select a template or create a new template to batch-process your receipts. For more information, see Using Receipt Template. 4.
If you are not satisfied with the template, you can select part of the receipt and perform OCR on it. For more information, see Field Categorizing. New Template Create templates to apply to your receipts. Create a different template for each vendor to help organize your receipts. 1. Click New template to create a template for your receipts.
2. The receipt image will be displayed with a red bar. Click and drag the red bar to separate the top and bottom areas of the receipt. Drag to select an area of the receipt, right-click the selected area, and choose a field type from the pop-up menu to verify this area.
3. Continue to set the attribute of the rest of the expense data in this way. Drag a rectangle to select an area, right-click the selected area and select the field type to specify it. Each data unit must be mapped to a separate field type. If you specify a second data unit as a field that has been used, the field type will be unavailable. For example, if you have specified a store name as the vendor, you cannot specify the dollar amount as the vendor.
Manual Input Click Manually input later to ignore all the templates. You can manually type your receipt's field information in Edit view. Check Apply for all, and all the receipts will be imported or scanned without applying a template. Modify Template To edit the template applied to a receipt, select the receipt, click the Receipt menu, and then select Modify template. The Modify template screen appears, a template has been assigned to the selected receipt.
To delete the template, click the Receipt menu and select Delete template. A dialog box will open. Click Delete to remove the template from your computer. Field Categorizing Field categorizing lets you sort receipt information by field recognition. Click in Image View, drag a rectangle to select an area, right-click the selected area and select the field type from Receipt Date, Amount, Sales Tax, Vendor, or Payment Type (or drag the selected area directly to the desired field) to recognize it.
A dialog box will ask if you agree with the OCR results, click OK to put the results into the desired field, or click Cancel to discard it. When finished, the receipt and the data will be displayed and you can check and edit the data. This is called the verification process. You can mark a receipt as verified, or you can come back and verify it later when you have time.
Editing Receipts In addition to verifying the receipts, you can also make changes and add comments or other information. Click the View menu and select Edit View, (or double-click a receipt, or click in the bottom of the List View section. In Edit view, if an item is purchased for others, you can select Reimbursable to record the charge that should be reimbursed to you.
summarized by vendor names in the first field, and so on. 4. In the Formatting section: Select Include Cover Page if you want a cover page that includes receipt date, user profile and summary. Select Include Receipt if you want your report to display groups by spending type, with detailed information for each group. Select Include Image if you want the receipt images to be printed in the report. 5. When finished, click Continue.
5 Menu Commands BR-Receipts Menu About BR-Receipts Shows copyright information and software version. Check Latest Version Check for the latest product. Preferences… , Customizes BR-Receipts features. Services Starts or stops services. Hide BR-Receipts Minimizes BR-Receipts to an icon on the application bar at the bottom of the screen. H Hide Others H Show All Quit BR-Receipts Q Minimizes all open programs to the application bar at the bottom of the screen. Maximizes all open programs.
File Menu New Receipt Box Create a new receipt box whose properties you can determine yourself. New Folder Create an empty folder in the selected receipt box. New Open… O Save As… S Open a receipt box. Save the selected receipt box with a new name. Close Close the selected receipt box. Scan Receipt… Scan receipts to the currently selected folder. Scan Settings… Configure the Scan Settings. Select Scanner… Select a driver for your scanner, or a different scanner connected to your computer.
Edit Menu Cut X Copy C Paste V Cut the selected receipt. (You can choose more than one.) Copy the selected receipt. (You can choose more than one.) Insert any copied or cut information. Receipt Delete either a receipt or a folder. Delete Folder Select All A Select all receipts in the current folder. Unselect All Cancel all the selection in the current folder. Invert Selection Select the unchecked receipts in the current folder. View Menu Edit Items Hide or display Edit View.
Verified Vendor Category Receipt Date Payment Type Sort By Sales Tax Sort the receipts by the selected field. Amount Purpose Created Date Modified Date Reimburse Receipt Menu Manually Create a New Receipt Create a new receipt in the current folder. Edit the template applied to this receipt. Modify template NOTE: An error message will pop up if the receipt was not applied to any template before, or if OCR is being performed on the receipt.
Index B BR-Receipts Menu, 25 C Command Toolbar, 6 Collecting Receipts, 12 Creating Receipts Manually, 16 Creating Reports, 23 E Edit Menu, 27 Edit View, 9 Editing Receipts, 23 F Features, 2 Field Categorizing, 21 File Menu, 26 Folder View, 6 G General Information, 1 Getting Started, 5 H Help Menu, 28 I Image View, 8 Importing Receipts, 15 L M Menu Bar, 5 Menu Commands, 25 Manual Input, 20 Modify Template, 20 N New Template, 17 O Overview, 3 R Receipt Menu, 28 S Scanning Receipts, 12 Searching fo
