Invoice Extraction automatically extracts data fields from invoices regardless of layout. It uses OCR to recognize fields like invoice ID, invoice date, and amount due, and creates cross-references back to the source document in your Excel workbook.
Video tutorial
What the video covers
How to open Invoice Extraction, select invoices and fields to extract, run the extraction, and hover over snips to view the cross-referenced source invoice in the Document Viewer.
Prerequisites
Advanced Document Extractions, available on the Accelerate or Elevate package
DataSnipper v6.0 or later
Steps
Click Document Extraction in the Automation section of the DataSnipper ribbon and select Invoice Extraction.
Select the invoices to extract from and check the data fields you want to extract.
Click Extract. The selected data appears in tabular form in your Excel workbook. Hover over each snip to see the cross-referenced invoice in the Document Viewer.
Clients with private OCR
If your organization uses a private Azure OCR endpoint, you need access to Azure AI Document Intelligence to use Invoice Extraction. Create an Azure AI Services Multi-Service Account in the Azure portal to enable this.