Once you’ve edited a receipt, it changes the state to Checked. There’s a field called Unchecked that has two states: Unchecked and Checked.īy default any receipt that is scanned/imported has a state of Unchecked. ScanSnap has a way for you to keep track of which receipts you’ve gone through and edited. I highlighted El Bravo and chose Vendor, and it put the correct text in the Vendor field. Just select a bit of text in the receipt and it will pop up a window asking which field you’d like it placed in. Of course, I could just type in the correct name, but ScanSnap Receipt has a cool select-and-OCR feature. In this example, it has detected the date, amount, tax, and card of my unhealthy but delicious airport burrito, but it didn’t get the vendor right. If you want to zoom in on an individual receipt, you can double-click it or select it and hit the Edit button. If you just need to make a quick edit, you can type it directly in the spreadsheet-like view of all of the receipts. It’s pretty hard for any program to know exactly which piece of text is the vendor.įortunately, it is fast and easy to fix this stuff up. The Vendor name wasn’t super successful, though that is often a result of wacky logos etc. In my experience so far, I have found that it is great at detecting dates, amounts, taxes, payment method, and card numbers. There’s often something you need to tweak. Unfortunately with pretty much any OCR solution, that will usually not be the case. It would be nice if you could scan a receipt and have all the text detected perfectly and placed in the correct fields perfectly. You can create other inboxes for high level organization if you’d like. Anything you scan or import will go there. ScanSnap Receipt Inboxįor organization, ScanSnap Receipt uses inboxes, and has one called My Inbox by default. I was sure it would be locked down the way ScanSnap Organizer is. I tested it out scanning with a few mobile scanning apps, both OCRed and not, and it happily imported them all. To my utter shock and awe, this works for documents that were not scanned by the ScanSnap. It will then process the receipt and OCR if necessary. You can drag a PDF or JPG image into the ScanSnap Receipt window, or use File > Import. Just select ScanSnap Receipt on the Application tab. If you are not the Quick Menu type, you can set up a ScanSnap Manager Profile for your receipts. Just find ScanSnap Receipt in the list.Ī nice touch – if you use Quick Menu and you have the ScanSnap Receipt application running, it will keep scanning subsequent receipts to ScanSnap Receipt. If for whatever reason it doesn’t auto-detect that it is a receipt, not a problem. When you scan a receipt and have the Quick Menu enabled, it does a pretty good job of automatically detecting that it is a receipt and you should see ScanSnap Receipt in the Recommended section. Drag or import PDFs or JPGs in to the ScanSnap Receipt application itself.Set up a ScanSnap Manager Profile for ScanSnap Receipt and use that to scan.Scan a receipt and select ScanSnap Receipt in the Quick Menu.There are essentially three ways to get your receipts in to ScanSnap Receipt: The pro of this is that if you do not use ScanSnap Organizer, you still have the benefit of receipt management and extraction. The con of this is that if you use ScanSnap Organizer to manage your documents, everything is not tied in. ScanSnap Receipt is a separate application and is not built-in to ScanSnap Organizer, their document management application. If you have a ScanSnap that is purchased outside of the US, ScanSnap Receipt will not appear for you in Online Update. One unfortunate note: Fujitsu has confirmed to me that ScanSnap Receipt is only available for the United States market. Update : ScanSnap Receipt has now been released for Canada, and will be released in the EMEA region in Autumn 2015. I am told that it will be released for the ScanSnap S1300i in October. The new ScanSnap Receipt application ships with the ScanSnap iX100, and it has started appearing via Online Update for ScanSnap iX500 and ScanSnap SV600 customers as well. This is something that ScanSnap users have requested for a long time – the ability to scan a receipt and have the ability to categorize and export the data for taxes, expense tracking, and the like. I mentioned in my recent ScanSnap iX100 Review that while the scanner is good, what made me fall out of my chair was the under-the-radar inclusion of a new software feature called ScanSnap Receipt.
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