Receipt Extraction automatically extracts data from receipts such as Merchant Name, Totals, and Transaction Date, regardless of layout. It uses OCR to recognize and extract fields, and creates cross-references to the source document in your Excel workbook.
What the video covers: a walkthrough of using Receipt Extraction in DataSnipper to automatically pull key fields from receipts and export them to Excel.
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 Receipt Extraction.
Select the receipts 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 receipt 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 Receipt Extraction. Create an Azure AI Services Multi-Service Account in the Azure portal to enable this.