Working with BR-Receipts
Contents
1. New em alate E Please drag this line to the middle of the item list area Drag and drop an area of the receipt right click the selected area and choose a field type from the drop down menu to set the attribute of this area Save money Live better 908 676 8997 HAMAGER OHH CAPTSTA o of MATH EE NNILLE HJ 883 STE 2651 DP d 00004893 IER e TRE 04142 POP REAVER Q041G6703626 F H HOVIE TH BTR 002700049017 F CHEWING GUA 192200015584 F ECH DCH nee a a B I aie SD AP BS Pd WOHL Ak A hee ee Se eh eS e e ew e ww W w e d H 2 d d d B d 9 T T j 0 d d 4 U a d Vendor Receipt Date TERMINAL E 17003437 Sales Tax D ZO2 1 4 14 52 Amount CHANGE DUE ITEMS Ac i il II UW OR Vil Low prices Every day On everuth Backed by our Ad Match Eege O3 03 12 14 52 40 H ECUSTOMER COP Yess Payment Type g 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 Make sure that you accurately drag and place rectangles for the best OCR results If you select two or more data uni2. 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 The image data will be added to the current receipt database Creating Receipts Manually If your receipt is not in good condition or is unreadable by the scanner you can manually add the receipt record to the database 1 Click the Receipt menu and select Manually Create a New Receipt or right click a receipt box and select Manually Create a New Receipt A set of empty fields will open in Edit mode allowing you to enter text 2 In Edit view you can select or type receipt information in each field to create or reconstruct the receipt Using Receipt Template If your receipts share common data such as where the receipt originated how goods and services were paid for and who is responsible for them you can use a template for batch processing A template consists of a top area the top part of the receipt and a bottom area the lowest part of the receipt When you scan or import receipts a dialog box will open to ask if you want to apply an existing template create a new template or manually enter the receipt information You can choose a different command for each receipt Select Vendor Select a template from the drop down list under Select Vendor saved by user and click OK to apply it to your receipt If you select Apply for all all the
3. 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 If you have verified an area of this receipt as one field the field type in the menu list will be unavailable and cannot be applied to another data unit Selected Vendor L 908 575 8997 HANAGER ON CAPISTA 100 NO MAIN STREET MANVILLE NI 8835 STH 2651 OP 00004893 TE Ze TRE 04142 l 002200015584 F CHEWING GUM 002200015584 E CHEUING art 002200015544 F ORBIT 12 CT 00200011070 F PTITEDESERT 003746603518 F FTITEDESERT 08746605518 F POT CF GOLD 003400001910 F POT OF GOLD 003400001910 z CHIFTLE Sab 002100066143 F CHIFTLE 5NG 002100066143 F SEASONING HX 002840000239 F SEASONING MX 002840000239 F SEASONING MX 002840000239 F SEASONING MX 002840000239 F SUBTOTAL TAK 1 7 000 X OTAL TEND e ACCOUNT WERE vg ven 6565 S APPROVAL 5109 6 3 a 2 d d d a d a qT T d d D D H H H H i a i E 24 X 4 K EAR J4 X DR X Ge K z H 62 62 0 62 D b 62 U CHANGE DUE 0 00 it ITEMS SOLD 18 584 1981 0911 ATI T348 ii L A W at ces Every day On evaryth Match Besse 14 52 40 Salut DER COPY eas Save as New Template 21 To delete the template click the Receipt menu and select Delete template A dialog box will open Click Delete to remove the template from you
4. Features 2 Field Categorizing 22 File Menu 25 Folder View 6 G General Information 1 Getting Started 5 H Help Menu 27 Image View 8 Importing Receipts 15 L List View 7 28 Menu Bar 5 Menu Commands 25 Manual Input 20 Modify Template 21 N New Template 18 O Overview 3 R Receipt Menu 27 S Scanning Receipts 13 Searching for Receipts 23 Setting up BR Receipts 10 Status Bar 7 System Requirements 2 Select Vendor 17 U Using Receipt Template 16 V View Menu 26 W Working with BR Receipts 10
5. Settings Exit 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 Open a receipt box under a specified path This receipt box path can be specified under the General tab in the Settings screen Save the selected receipt box with a new name Close the selected receipt box Scan receipts to the currently selected folder Configure the scan settings Select a driver for your scanner or a different scanner connected to your computer Import receipts to the currently selected folder Import a CSV file with customized items of different types in multiple fields Save the receipts as a file in CSV PDF QIF or IIF format or export your data to a third party application Export receipt images to file The supported file formats are JPG TIF and BMP Upload receipt images or data to the cloud Save available BOL accounts specify the box path enter user profile details and define the field values for the receipts Close BR Receipts 25 Edit Menu Cut Ctrl X Copy Ctrl C Paste Ctrl V Delete Select All Ctrl A Unselect All Invert Selection View Menu Edit View Zoom In Zoom out Fit into Window Rotate Image 26 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 r
6. When ready release the mouse Rotate image Click SI to rotate an image clockwise 90 degrees Recognize the field Click and drag a rectangle to select an area right click the selected area to select the field type and perform OCR on the selection Undo Click D U to undo the last operation performed on an image file Redo Click amp to redo the last operation performed on an image file Zoom in or zoom out Use the slider V to change the magnification of the image an empty area to view these commands Zoom In Zoom Out Fit into Window Rotate image F Edit View Increase magnification Reduce magnification Adjust the image width to match the current window Rotate an image clockwise 90 degrees To edit a receipt do one of the following Click Edit View from the View menu Double click a receipt Click inthe bottom of the List view section The Created Date and Modified Date cannot be edited 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 ly Cha k A C i Click on the toolbar or click the File menu and select Settings and then enter your BOL account information user profile and defined field values and the user interface language to personalize your program General Type your email address a
7. by NewSoft Technology Corporation Copyright 2013 NewSoft Technology Corporation All rights reserved B This product incorporates the tesseract ocr engine and includes portions of code which have been modified by NewSoft Technology Corporation subject to the terms of the Apache License version 2 0 Copyright 2013 NewSoft Technology Corporation Licensed under the Apache License Version 2 0 the License you may not use this file except in compliance with the License You may obtain a copy of the License at http www apache org licenses LICENSE 2 0 Unless required by applicable law or agreed to in writing software distributed under the License is distributed on an AS IS BASIS WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND either express or implied See the License for the specific language governing permissions and limitations under the License OpenCV Copyright OpenCV Open Source Computer Vision is a library of programming functions for realtime image processing OpenCV is released under the liberal BSD license Copyright c lt 2013 gt lt NewSoft Technology Corporation gt All rights reserved Redistribution and use in source and binary forms with or without modification are permitted provided that the following conditions are met Redistributions of source code must retain the above copyright notice this list of conditions and the following disclaimer Redistributions in binary form must reproduce the a
8. folder and choose Create Report The Report Wizard appears 23 si 24 Report Wizard Title Ll ti Show Subheader Reporting Type Expense Spending Spending by vendor e Formatting Page Size dl Indude Cover Page EE aa 8 3 11 7 D Wl Indude Receipt YW Indude Image Type a title for your report in the Title field Select the Show Subheader check box to display a subheader The default Reporting Type is Expense To change to a Spending Report select Spending e Inthe Spending by drop down list whatever is selected determines how receipt information is summarized For example if Payment Type is selected the report information will be summarized by the payment type in the first field if Vendor is selected the report will be summarized by vendor names in the first field In the Formatting section e Select Include Cover Page if you want a cover page that includes receipt date user profile and summary e Select Include Receipt if you want your report to display groups by spending type with detailed information for each group e Select Include Image if you want the receipt images to be printed in the report When finished click Continue 5 Menu Commands File Menu New Open Ctrl 0 Save as Ctrl S Close Scan Receipt Scan Settings Select Scanner Import Receipt Images Import User Define Field Export to File Export Receipt Image to File Export to Cloud
9. receipts will be applied to this template 16 Please select a vendor Walmart gt lt Save money Live better ZONE nen 2 GEN Regen UE Au Asp Apply to all erg 2651 OPE DOOG4E93 Ted 15 TRE 04142 BOP WEAVER 004166703626 F MOVIE TH BTA 002700049017 F CHEWING GUM 002200015684 F CHEWIHG BUA I CHEWING GUM CHEWING IN O02 CHEWING GUM ORBIT 12 CT PTITEDESERT PTITEDESERT POT OF GOLD op POT GF GOLD Op CHIFILE S NG d021 000661 CHIPTLE S540 0071000661 SEASONING HX JOPR4DOO023 SEASOMING HY OOPREDIO073 SEASCAING KX GOB400002 veel 6 New template oo Stats SERF EE EF on NS bh I GE CSC SE SECH mm mbe i h 6 Manually input later soo Samm ery RAA Gr db Ge cn CH bei j fa T EF om BS eo P bk a Apply to all tas age _ WC ER a el K VI CR bo EA ba PAI bah sl Ga ann pip EA OR 2 WE SS D Ce e ESP SES KEKEREEEK KEE KKK P Ee SEASCNING AR MOFR4O00023 SUBTO TAX 1 7 000 f TOTAL ACARD TEND a dad fe Ca Sb a ES ai vi Oo Ch CH dad Pa PR BA BA SS men ACCOUNT WH ERR Roe 6565 Ek APPROVAL r 570956 REF 206300141940 PATHENT SERVICE TERMINAL amp 170DS437 OF 0F 12 14 52 40 CHANGE DUE 0 00 ITEMS SOLD Ve 981 091 I Lut N04 ow prices Ever On evervth p i by gur a Ketch Guarantee D3 ZD2C13 14 62 40 MeNCUSTOHER COP Yaa If you are not satisfied with the template you can select part of the receipt and perfo
10. the folders under it Export to Cloud Enter an email address and password to log in select a receipt box and send the receipt image to the cloud from your local computer Right click a folder in the Folder section to view these folder commands Scan Receipt Scan receipts to the currently selected folder Import Receipt Import receipts to the currently selected folder Images Manually Create Create a new receipt and save it as a record a New Receipt Paste Receipt Paste a copied receipt to a folder Verify All Mark the folders as having been edited and approved Mark All as Mark the folders as not having been edited and approved Unverified Change the name of a folder Rename Folder NOTE The folder name can be no more than 184 characters Delete Folder The folder and all of its contents will be erased from the database Save specific receipts or all receipts in the folder as a file in CSV PDF QIF Export to File or IIF format Create Report Choose folders and generate reports O 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 image or data to the cloud click When you export a file successfully appears in the status bar 6 List View The List View window displays information about the selected folder It displays receipt data in columns as three totals Total Am
11. the list e Encoding Select a type from the list to specify a file encoding format e Delimited by Under Delimited by select Comma Tab or Space to choose the character that will separate fields in the exported file e Select with double quotes to have the information for each field enclosed in quotation marks d When you select export to QIF a dialog box will open to let you manage Quicken Accounts first You can import available Quicken accounts or you can edit or delete accounts When the Quicken accounts are ready enter a file name and click Continue to finish NOTE In order to export to a QIF file you must first create a QIF file using the Export to QIF setting in Quicken e When you select Export to QuickBooks you must enter Debit Account and Credit Account information in order to continue Export to Cloud To export to the cloud do one of the following Right click a receipt box or folder and choose Export to Cloud from the context menu r ef a 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 Enter an email address and password to connect to your Brother OnLine BOL account The refresh icon appears indicating that you can now send the receipt images to the cloud from your local computer You can click to monitor the uploading status When you export successfully will appear in the status bar
12. your receipts have common information such as where they originated how goods and services were paid for and who is responsible for them you can use a template for batch processing For more information see Using Receipt Template Field Categorizing Use the field categorizing feature to sort receipt information using field recognition Click LS in Image View drag a rectangle to highlight a section of the receipt right click the selected receipt section and select the field type Receipt Date Amount Sales Tax Vendor or Payment Type or drag the selected section directly to the desired field to activate field recognition A dialog box will ask if you agree with the OCR results click OK to add the results to the desired field or click Cancel to discard the results and try again Export To You can save specific receipts or all the receipts in a folder as a file in CSV PDF QIF or QuickBooks IIF format Use the file fromat best suited to your particular needs gt a Click EN on the toolbar or select Export to File from the File menu to open the Export to File dialog box b Select All Receipts or Selected Receipts to control which receipts will be exported c Click Settings to set up the export style The Export dialog box will display the file type applicable only for CSV format e Include a header line Select Include a header line to have the field names exported e Header Language Select the header language from
13. Copyright 2013 Brother Industries Ltd All Rights Reserved PDFlib C 1997 2009 PDFlib GmbH and Thomas Merz JPEGIlib C 1998 Independent JPEG Group QuickBooks SDK 11 0 2011 The copyright and its proprietary rights reserved by Intuit Inc Tiff G3 Lib License Copyright c 1988 1997 Sam Leffler Copyright c 1991 1997 Silicon Graphics Inc Permission to use copy modify distribute and sell this software and its documentation for any purpose is hereby granted without fee provided that i the above copyright notices and this permission notice appear in all copies of the software and related documentation and ii the names of Sam Leffler and Silicon Graphics may not be used in any advertising or publicity relating to the software without the specific prior written permission of Sam Leffler and Silicon Graphics THE SOFTWARE IS PROVIDED AS IS AND WITHOUT WARRANTY OF ANY KIND EXPRESS IMPLIED OR OTHERWISE INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE INNO EVENT SHALL SAM LEFFLER OR SILICON GRAPHICS BE LIABLE FOR ANY SPECIAL INCIDENTAL INDIRECT OR CONSEQUENTIAL DAMAGES OF ANY KIND OR ANY DAMAGES WHATSOEVER RESULTING FROM LOSS OF USE DATA OR PROFITS WHETHER OR NOT ADVISED OF THE POSSIBILITY OF DAMAGE AND ON ANY THEORY OF LIABILITY ARISING OUT OF OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THIS SOFTWARE Tesseract Copyright A This product is created
14. DESERT 003746603518 F 9 ei F GOLD 003400001910 F L Verified Reimbursable i R 8 CHIPTLE SSNG 002100066143 E 0 62 0 Receipt Date 07 22 2013 Jv Category SEASCNING MX 002840000239 F 0 62 0 SEASONING MX 002840000239 F 0 62 0 Vendor be SEASONING MX 002840000239 F 0 62 0 SEASONING MX 002840000239 F 0 62 0 Payment Type A Purpose Business hd SUBTOTAL 64 92 TAX 1 7 000 X 3 83 Amount Sales Tax 50 00 OTAL 68 75 MCARD TEND 68 75 Comments ACCOUNT e WOO HEHE 6565 S APPROVAL 510956 REF 206300141940 PAYMENT SERVICE A TERMINAL 17003437 il b Created Date 07 22 2013 09 24 p Modified Date 07 22 2013 09 24 59 d KH 1 unverified aD 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 GA Command Toolbar The Command toolbar displays the most commonly used commands Click an icon to execute the command Scan Receipt Scan receipts to the currently selected folder NOTE This feature only applies to folders g Import Receipt Image Import receipts to the currently selected folder NOTE This feature only applies to folders Export to File Export receipt images or data to file ln 4 Create Report Create a data report for the selected receipt s a Settings Enter your BOL account information user profile defined field values and go 3 user interface language to personalize your p
15. H rca aot b b pa SE Lee RAO RR I ed KELLER D E SS be e e e Se s E E Rate Krk UU Ali File Edit Vrew e w a Wei Walmart L InBox For company Reimburse 0 00 Sales Tax 0 00 Total Amount 0 00 CR Receipt Date Vendor Category Payment Type Edit Rems GC L Werified a Receipt Date 07 22 2013 Categor Vendor e Payment Type H Amount 0 00 Purpose Business kd Sales Tax Comments Created Date 07 22 2015 8 24 59 Modified Date 07 22 2015 8 24 59 1 receiptis 1 unverified Rie o oo o e Wal Ss aimart Ve Save money Live better i 908 575 8997 JOIN CAPISTA 100 HO HATH STREET BANVILLE RI 8835 STE 2651 OPS 00004593 TES 15 TRE 04142 004166703628 F 3 000 POVIE TH BTA GO2TOO04I01T F 7 48 H Ti 2200015584 F 2 24 NIR po2200016584 F 2 24 H CHEWING GUH 00220001544 F 2 29 N CHEWING GUH 002200015554 F 2a N REA EE F Ae V PTITEDESERT 003746603518 F E E PTITEDESERT O09 T46603518 F 9 94 K POT OF GOLD O03400001910 F 7 58 X POT OF GOLD opidppi01 bin F 7 58 K CHEPTLE SSHG 002100066143 F 0 62 0 CHIPTLE SSNG 002100066143 F 0 62 0 MY OO2EOO002T9 F 0 62 0 Ae OO2ROO00279 F 0 62 0 Ax OO Zapp 19 F 0 67 0 SEASONING AX 002400002379 F 0 62 0 SUBTOTAL 64 92 TAX 1 7 000 5 3 83 TOTAL 68 76 ACARD TERD SR TE ACCOUNT aaen KEEA rann 6565 E APPACVAL amp 510956 REF 206200141940 PAYHENT SER
16. NOTE If you select a receipt box to upload all the folders in this receipt box will be uploaded Create Reports Reports let you see where receipts originated how goods and services were paid and who is responsible for which receipts For more information see Creating Reports 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 Control which receipts are displayed in the list by clicking the All drop down list al and selecting Recently Added receipts updated in the last three days or Unverified Ka BR Receipts Edit View Receipt Help le ae Boana Se Walmart gt For company All Q Total Amount 0 00 Sales fax 0 00 Q 4 Wed Walmart J InBox l For company Reimburse 0 00 RW r Gel To d Receipt Date Vendor Category Payment Type Sales Tax Amount e Walmart gt lt Save money Live better 908 575 8997 MANAGER JOHN CAPISTA 100 NO MAIN STREET MANVILLE NJ 8835 ST 2651 OP 00004893 TER 15 TR 0414 4142 OP WEAVER 004166703628 F 3 00 N MOVIE TH BTR 002700049017 F 3 48 N CHEWING 002200015584 F 2 24 X CHEWING GUM 002200015584 2 24 X ING 102200015584 F 2 24 X CHEWING GUM 02200015584 E 2 24 X CHEWING GUM 002200015584 F 2 24 X 1 002200011070 8 48 X PTITEDESERT 003746603518 F 9 94 X Edit Items PTITE
17. R COP Yess 22 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 BR Receipts Do you want to save the information far Vendor Recognition Results Walmart 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 Items or double click a receipt or click inthe bottom of the List View section In Edit Items if an item is purchased for others you can select Reimbursable to record the charge that should be reimbursed to you Searching for Receipts You can type keywords and specify a category receipt date amount or vendor in the Search section to quickly find all receipts that match your query The search results will be shown in List View and Image View Creating Reports After all of your receipts are entered and edited in BR Receipts you can generate reports that will show the data in an organized way Select options as described below and then click Create Report 1 Click the Receipt menu and select Create Report or click ic on the toolbar or right click a
18. Receipts You can import receipts saved as image files 1 Click the File menu and select Import Receipt Image or right click a folder in the Folder View section and select Import Receipt Images In the dialog box select one or more image files to import choose the receipt language from the drop down list and click Settings to open the Options dialog to configure your receipts before importing F 1 ef Ei Recent Places et U 1 Ty 1 U WI Desktop LEI EN US 100 3 RT_EN_US 135 3 RT EN US Lin Lrbrarre z A S Computer ta Mebwark Language E ngih iied Gates Drwntatom auwe Delect Gufpomeivaby oop the r eceots Settings e Auto Detect Select to have BR Receipts check to see how the receipt is positioned e Rotate left 90 degrees Rotate right 90 degrees You may need to rotate the scanned receipt images before recognition e Rotate 180 degrees or Do not rotate If your receipts are displayed upside down you can rotate them 180 degrees If the images are correct select Do not rotate The three options above are in the Orientation drop down list e Automatically crop the receipts Select to have BR Receipts crop images 15 automatically during importing e 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 e Click OK to finish
19. VICE A TERMINAL 17003437 it D Us A i em R i 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 System Requirements Computer Scanner Receipts Operating System Microsoft Windows XP Windows Vista 32 64 bit Windows 7 32 64 bit or Windows 8 32 64 bit The CPU and memory must meet the minimum requirements to run the operating system For more information visit the relevant Microsoft website Display SVGA 1024 x 768 or better CD ROM Drive A minimum of 512 MB free hard disk space for installing the program A USB port for scanner connection A USB port for computer connection Receipts must be in reasonably good condition to be readable by the scanner H 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 scan Put the receipt in the scanner and begin scanning The scanning progress bar displays the scanning status Use a Template If
20. be displayed as a list Settings User Profile User Defined Field Select A Box Walmart Select A Type Category Display name of Payment Type Purpose Payment Type e Click Add to open a dialog box type the item name and click OK to add the item to the selected list e Click Edit to change an item name in the selected list e Click Delete to remove an item from the selected list 11 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 To import a CSV file that contains multiple items click the File menu and select Import User Define Field Appearance Select a user interface language and location for easier management Select User Interface Language Select a language for your program Settings General User Profile I User Defined Field Appearance Select User Interface Language You may change the user interface language from the selection Any user interface language changed will require a reftaunch of the software Note You may need to install additional language packs for some languages to be displayed correctly Please ref
21. bove copyright notice this list of conditions and the following disclaimer in the documentation and or other materials provided with the distribution THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS AS IS AND ANY EXPRESS OR IMPLIED WARRANTIES INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED IN NO EVENT SHALL THE COPYRIGHT HOLDER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT INDIRECT INCIDENTAL SPECIAL EXEMPLARY OR CONSEQUENTIAL DAMAGES INCLUDING BUT NOT LIMITED TO PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES LOSS OF USE DATA OR PROFITS OR BUSINESS INTERRUPTION HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY WHETHER IN CONTRACT STRICT LIABILITY OR TORT INCLUDING NEGLIGENCE OR OTHERWISE ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE Trademarks IBM PC and VGA are registered trademarks of International Business Machines Corporation Windows 2000 Windows XP Windows Vista Windows 7 Windows Server 2003 Windows Server 2008 and Microsoft are registered trademarks of Microsoft Corporation PDFlib is a registered trademark of PDFlib GmbH All other trademarks are the properties of their respective owners C 2009 2013 NewSoft Technology Corporation All rights reserved SN 180110 02 01 W E 090313 07 Table of Contents General Information Sale Systemi Regue ments
22. eceipt or a folder Folder Select all receipts in the current folder Cancel all the selection in the current folder Select the unchecked receipts in the current folder Hide or display Edit View Increase magnification Reduce magnification Adjust the image size to the current window Rotate Right 90 Degrees Rotate the selected image clockwise 90 degrees Rotate Left 90 Degrees Rotate the selected image counterclockwise 90 degrees Sort By Verified Sort the receipts by the selected Wander field Category Receipt Date Payment Type Sales Tax Amount Purpose Date Created Last Modified Reimburse Receipt Menu Manually Create a Create a new receipt in the current folder New Receipt Modify template Edit the template applied to this receipt 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 Delete template Remove an existing template from the program Create Report Show a data report for the selected receipts Help Menu Using Help Show BR Receipts Help documentation Link to Brother Open the Brother web page Website Check Latest Check for the latest version of BR Receipts Version About Display information about BR Receipts BR Receipts E Index C Command Toolbar 5 Collecting Receipts 12 Creating Receipts Manually 16 Creating Reports 23 E Edit Menu 25 Edit View 9 Editing Receipts 23 F
23. ent feeder ADF To use this option the selected scanner must have an ADF function e Receipt Position ADF only Select Left Right or Center from the drop down list if you want BR Receipts to tell you where you have placed the receipt in the scanner s document feeder e Brightness and Contrast Drag the sliders to adjust the contrast and brightness of the scanned image Threshold When you select Black White from the Image Type drop down list the threshold slider will appear Click OK NOTE The settings may differ depending on your scanner and some features are only available for specific scanners When you finish configuring your scan settings you can start using BR Receipts to scan receipts Put a receipt into your scanner If you have several drivers available click the File menu and select Select Scanner and then specify a driver for your scanner from the Select Scanner dialog box 9 6 Click the File menu and select the Scan Receipt or right click a receipt box in the Folder View section and select Scan Receipt 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 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 Importing
24. er to Windows Help or the user s manual for further information Select Location United States Currency A mpo o r Select Location Select a location to set up the currency type and date format for your receipts For example if you select United States the currency unit will be US Dollars and the date format will be mm dd yyyy When you create a receipt box the currency type and date format of the receipts in this box will be formatted based on the selected location You can change the location by right clicking the receipt box and choosing Set Location Collecting Receipts Use your scanner to digitize receipts and store them in a database Receipts can also be added from another database or from image files Scanning Receipts For the most powerful results when using BR Receipts it is important to configure your folders properly 12 1 Click the File menu and select Scan Settings Scan Settings Select Scanner DSmobile 600 Scan With TWAIN User Interface Options Language English United States Default Settings Orientation Auto Detect Pee Papa ES Automatically crop the receipts sl Image Type Color x Scanning Area Brightness 4nd Contrast Carrier Sheet Mode 4 Settings Scan Size Auto Detect E 4 Width Scanning Options Height Y Enable Document Feeder Unit Receipt Position ADF only 2 Choose your preferred scanning style Select Scan with TWAIN user
25. 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 e Resolution 300 dpi dots per inch will have the best recognition performance in most cases e Image type The default setting is Color Set the Image type to Gray when scanning black and white receipts e Carrier Sheet Mode Select Carrier Sheet Mode when scanning a receipt in a Carrier Sheet Scan Size Width Height and Unit fields are unavailable when using a Carrier Sheet 13 NOTE When you select Carrier Sheet Mode the software automatically skips scanning the 3 14 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 en K Joy Sound Joy Sound PS rote ie Cae he Total Amount Total Amount NOTE Carrier sheets may differ depending on your scanner model e Scan Size The default setting is Auto Detect Select User Defined from the drop down list to customize the width height and unit e Orientation The default setting is Auto Detect Click Settings to select other options from the list e Enable Document Feeder Select this check box if you want to use an automatic docum
26. nd password select Save Password and then click OK to save the account information providing easy access when you send receipt images to the cloud from your local computer Settings General User Profile User Defined Field Appearance ii BOL Account E mail Password Save Password Use a proxy server for this connection Address User Name Password The Default Receipts Box Access Folder C Users Administrator X713FXTQ2N6MLTN Documents Receipts_Dat Browse Close In addition to uploading from your local computer you can add a proxy to upload your receipt images or data Select Use a proxy server for this connection and then type the proxy address user name password and port to enable the proxy Click Browse to specify a receipt box path When you create a receipt box the receipt box will be placed under the path specified in the Settings When you open a receipt box you can open the receipt box under the specified path only and the next time you launch BR Receipts the default receipt box path will be the path specified 10 User Profile Type your user information to speed up future searches Settings User Profile User Defined Field Appearance First Name Last Name Street City Zip Work Phone Mobile Company Name Title Web Address User Defined Field Select a receipt box and choose a type of field you want to update The items under the selected type will
27. ount Reimburse and Sales Tax Each receipt will be listed along with the data To search for a receipt type a keyword in the search bar Ex j press the Enter key and the best matched receipts will be listed Click on a record to select it or hold down the Shift key while clicking to choose multiple records The first selected receipt will be displayed in the image view window You can drag receipts to other folders Right click a receipt to see these commands Cut Ctrl X Copy and remove the selected receipt Copy Ctrl C Copy the selected receipt Paste Ctrl V Insert the contents of the clipboard Delete Verify Mark as Unverified Delete the selected receipt Mark the receipt as having been edited and approved Mark the receipt as not having been edited and approved 6 Image View The Image View window displays the selected receipt You can rotate the image before recognition if needed Use the following commands to refine your images and make the OCR process more accurate Right click on Move Click Ch to move the image Crop Click q select a portion of the image and when the pointer changes to a scissors icon click it The image will be cropped Deskew Image Straighten an image that was skewed during scanning Click and a blue line will appear on the image Drag the line close to an edge that is supposed to be horizontal or vertical and then drag either side of the blue line along the edge
28. r computer Select the template to delete Eddy M s 1 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 H ri aaa A Walmart gt lt Save money Live better i 508 J 575 8937 HANAGER JOHN CAPISTA LS wi era HONEEI STE 2651 og tr ER is TRE 04142 POP BEAVER 04166 7OZE28 F 3 00 H MOVIE TH BTR 002700049017 F 3 48 H CHEWING GUM OO22000155R4 F 2 24 CHEWING GUM O0220001bBR4 F 2 24 5 CHEWING GUM 2200015584 F 2 24 W CHEWING GUM 200015584 F 2 34 N CHEWING GUM 002200015584 F 2 29 N ORBIT 12 CT 2200011070 E 4 48 Y PTITEDESERT 037466039518 F 9 94 x PTITEDESERT 0037456035618 F 9 94 X POT DE GOLD D tdooo0o z 910 F 7 58 X POT DE GOLD D n 910 F 7 58 H CHIPTLE SSHG 007100066143 F 0 62 0 CHIPTILE SSWG AEN F 0 62 0 SEASOWING MN COFE40000239 F 0 67 O SEASONING H 002840000239 F 0 62 D SEASONING MN 002840000279 F 0 62 0 SEASONING MK CO 840000239 F 0 62 0 Vendor ACCOUNT Receipt Date APPROVAL REF 2063 PAYHENT TERMINAL H Sales Tax Amount Payment Type ITEMS SOLD 18 wi i ill Lu Low prices Every dau On everuth Backed by our Ad Match marine os 0R 12 14 52 40 eeCUSTOME
29. rm 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 17 Wal Mea rt gt eh i z 0 Please select a vendor Save money Live better 15 ZONE t 908 S75 8997 G i MANVILLE NJ 835 Apply to all erg 2651 OPE OOOD4S93 TEF 15 TRE POP WEAVER 004166703626 F MOVIE TH BTA 007700049017 F EWING GUM 002200015684 F 6 Manually input later Apply to all Dali ar ea P kA ES mi j KSE Pah E d P bed Ga GE EN wT Keeser e To i T ppp ahh PEETRI CHIFTLE S546 RTE CHIFTLE S240 00271000661 SEASCMING HK 002840002 SEAS CHING W NGC SES 2 N H X H X K X x x K K K E 0 0 g 8 g 0 62 0 62 0 62 0 62 0 62 4 92 3 83 2 75 Ad HEARD TEND Gm ACCOURT RER ERR Kone GSGS APPROVAL amp 510956 REF E 206300141940 PATHENT SERVICE A TERMINAL amp 17003437 me fink a 14 52 40 CHANGE DUE 0 00 ITEMS SOLD 1 HR 0971 il Hit i 1i Low prices Everw day On evaruth Backed by our Ad Ketch Guarantee os 0a 12 14 62 40 Ra US TURER CD n 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 18
30. rogram and provide easy access when you upload scanned receipt images Export to Cloud Enter an email address and password to log in and select a receipt box or a folder then send scanned receipt images to the cloud from your local computer NOTE If you select a receipt box to upload all the folders in this receipt box will be uploaded Link to BOL Receipts service Click to open the BOL webpage and view the files you have uploaded if the account information is not saved in the Settings you will have to enter the account information first ei Folder View Folder view includes a Folder section and a Search section Click the Folder tab to view the Folder section where you can create a receipt box open a file and create a new folder Click the Search tab to view the Search section where you can select a category and fill in the keyword receipt date amount and vendor fields and then click Start Search to find a specific receipt Right click the blank area to view these commands New Receipt Create a receipt box Box Open Receipt Open a receipt box that already exists Box 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
31. sossen Eege Overview Getting Started MONE ge Ganim TOODI eae mE Se ee Te een cen wee eee Ge ee Beiler SEH E Brei e ca E E E E P E E E E E E EAIN VIEN e E E E ee eee Working with BR Receipts SEUN UP BR RHECEIDIS E ege RECS gaanar E E Scanning Receipts ccccccccssesseeceeeecceeeeseeeceeeeesseeseeeeeeeeseueeseeeeeeeessaeeaeeeeeeeeeseaas Importing Receipts cecccccseeceecseeeeeeeeeeeeeceeeeecsaeeeeseaseeeseaeeessageeessageeeessaeeeeseaes Creating Receipts Manually ccccccccssssceccceeeeeseeeseeeceeeeeeseseeeeeeesessaeeaeeeeeeeeeesaas Using Receipt Template nnnnn00nnnnnnaannneneennenosrnnenesrrnnnsrrnrnrosrnreressnrereosrnrerrsrnnerennenenee CISC VETOO getrei New lemplate sit pitenseunviaanctumcanewisncawae indie uononsosieduetsvasnegiadlineeunisdannbennendeatamawsuindeannans NAIA TO Ol siietaicancim da PE E E E E EAN EE E EE T Modiy Tel PONG egon Le ME CIE OC CIOS E E EE E EE A E A EA E Sereng Or RECE EE Greating REDON CG Menu Commands PO MONU NEE EO NS EE E E a E S E EE PE E E P PE E PE E TE AEE E aearases Roco Py CMM E POMEN a E A E Index Genera 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 aly r Walmart Save money Live better sana Seen e RR SE DC
32. ts and specify them as one item this field will be blank and unavailable 19 4 When the field verification is finished name the template and then click OK to save it for future use Save this vendor template as 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 Wal ma r gt fa Please select a vendor Save money Live better 15 ZONE i S08 1 676 8997 KEN NANVILLE Nd ESE Apply to all STE 265 OPE GOOM4893 TEs 15 TRE 4 POP WEAVER 4166703625 F MOVIE TH BTA QOzTOQQAJDIT F ING GUM G02 6 New template a E bs Be Be Ee Ke Manually input later Se Sl e i E id N I Ad RIR tal a lage ene i aee IPREN CHIFTLE SSNG 0021000661 CHIFTLE S240 0021000661 SEASONING HX 00704000023 SEASOMING HX 00284000023 SEASONING KK 00284000023 SEASONING KR 2840000239 SUBTOTAL TAK 1 7 000 X TOTAL ACARD TEND San KEKERE KEE AANA pe LT OCH mee EEA bicher eer SE ET SEKR SS ACCOUNT WHEN ERR KENE GG APPROVAL r 610956 REF E 20630014194 POYRENT SERVICE TERRINGL H 17003437 arazia 14 52 40 CHANGE DUE 0 00 ITEMS SOLD 18 HI GO 3776 7348 I Hit D Low prices Evers day On evarwth Backed by our Ad Hatch guarantee FERIE MAF 14 62 40 WeeCUSTOHER COP Ysa Modify Template
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