OCR in Biznsbook: An Overview
OCR Data Entry turns stacks of receipts, cheques, and payment slips into reviewed rows you can approve — then posts them as cash, cheque, or bank vouchers with proper accounting entries.
It is a batch pipeline: upload many images, run OCR, fix the grid, approve, and post. It is not the same as scanning one receipt on an expense, or scanning a supplier invoice in Restaurant.
What you can do
- Upload batches of document images (PNG, JPG, JPEG, TIFF, BMP)
- Run OCR to extract text and build structured data rows
- Review, edit, approve, or reject rows before anything hits the ledger
- Post approved rows as payment vouchers, cash receipts/payments, bank deposits, or cheque receipts/payments
- Track batch progress on the OCR dashboard
OCR vs. other scanning
| Feature | Use when |
|---|---|
| OCR Data Entry (this module) | Many documents → rows → payment vouchers |
| Expense receipt scan | One receipt → one expense claim |
| Restaurant Invoice Scan | Supplier invoice image/PDF → draft purchase bill |
| Data Import | Spreadsheet/CSV bulk load (not image OCR) |
Before you start
| You'll need | Why |
|---|---|
| OCR Data Entry module licensed | Shows the OCR menu |
| Company portal login | All OCR pages use your company session |
| OCR engine available on the server | Dashboard shows whether the engine is ready |
| Parties, banks, and GL accounts | Required when you post to a payment module |
| Accounting / Finance (recommended) | Posted vouchers create cash-flow journal entries |
Finding your way around
| Menu item | Purpose |
|---|---|
| Dashboard | Batch totals, row status counts, engine status, recent batches |
| Upload Documents | Create a new batch and add files |
| All Batches | Full list of historical batches |
Open a batch to reach Review Data, documents, raw OCR text, approve, reject, and Post to Module.
How a batch moves
Upload → Documents uploaded → Run OCR → Review / edit rows
→ Approve → Post to Module → Rows marked Posted
| Row status | Meaning |
|---|---|
| Extracted | Created from OCR |
| Edited | You changed the row |
| Approved | Ready to post |
| Rejected | Discarded with a reason |
| Posted | Linked to a payment record |
:::info Payment targets only Upload and post support six payment types: Payment Voucher, Cash Receipt, Cash Payment, Cash In Bank, Cheque Receipt, and Cheque Payment. For expense receipts or restaurant supplier invoices, use those modules instead. :::