Upload and Process a Batch
A batch is a group of images you process together. Pick the payment type first — that choice guides parsing and is what approved rows post to later.
Upload a batch
- Go to OCR → Upload Documents.
- Enter a batch name and optional description.
- Choose the target module — one of:
- Payment Voucher
- Cash Receipt
- Cash Payment
- Cash In Bank
- Cheque Receipt
- Cheque Payment
- Add files: PNG, JPG, JPEG, TIFF, or BMP, up to 10 MB each. Drag-and-drop is supported.
- Submit — Biznsbook opens the batch details page.
Large files may upload in the background. Wait until each document shows Uploaded before you run OCR.
Run OCR
- On the batch detail page, start OCR processing.
- Each image is read and parsed into data rows (amount, date, payee, reference, and similar fields).
- Batch status moves through Pending → Processing → Completed (or partially completed / failed if some files fail).
If the dashboard says the OCR engine is not available, ask your administrator to confirm the server OCR setup before you retry.
Check the dashboard
OCR → Dashboard shows:
- Total, pending, completed, and failed batches
- Document and data row counts (approved, pending review, rejected)
- Whether the OCR engine is available
- Recent batches with links to details
Manage older batches
- OCR → All Batches — filter and open historical work.
- On batch detail, you can change the target module before posting if you need a different payment type among the six supported options.
:::warning Older non-payment targets Batches created before payment-only posting may still show another target. Change the target to a supported payment type (or re-upload) before you post. :::
Tips for clearer scans
- Use flat, well-lit photos; avoid blur and heavy shadows.
- Prefer one logical document per file.
- Match the target module to the document type before upload.
- For low-confidence text, open the Raw OCR Text tab on the batch.