Import a Bank Statement
How to upload a PDF or scanned bank statement and have Biznsbook read it automatically, with Finance Management.
How to upload a PDF or scanned bank statement and have Biznsbook read it automatically, with Finance Management.
What OCR Data Entry covers — batch upload, review, approval, and posting payment vouchers from scanned documents.
What you need to use OCR Data Entry, and fixes when menus, processing, or posting fail.
How to edit OCR data rows, approve or reject them, and post approved lines as payment vouchers.
How to turn a photographed or PDF supplier invoice into a draft purchase bill in Biznsbook.
How to upload a file to the Documents library with metadata, category, and optional OCR field suggestions.
How to create an OCR batch, upload document images, and run processing in Biznsbook.