Automatic filing of invoices

233 Views
Last Post 20 November 2020

marc o posted this 19 November 2020

Hello,

First of all I would like to point out that I am a true beginner without any real knowledge of programming.

For my first workflow, I would like to scan different supplier invoices (some double-sided and others not) and then automatically file them in folders with the names of the suppliers and if possible by invoice date and not by scan date.

I have already made several attempts with barcodes to separate, split etc... but without success.

Is this feasible and is there a simple enough method for a beginner like me?

Thank you in advance.

(Sharescan version V4)

automatic-filing

2 Comments

Order By: Standard | Newest | Votes

luca.scarpati posted this 20 November 2020

Hi Marco,

welcome to the Scanshare world .

They are basic steps so for sure you can do it, for example you may need two workflows for your case:

Separate the document (Barcodes separation or Blank pages or split ... and save the document into WFS folder)
- For this point you can check this post: https://forum.scanshare.com/thread/howto-use-a-barcode-to-split-a-document-1/
Try to get your data (WF capture with folder field of the previous workflow, get names of suppliers and invoice date) and save the document according to your needs
- For this point you can check this post: https://forum.scanshare.com/thread/script-extract-data-from-invoice/ and also some other posts always into Sample & Materials categories

Just for info we are now at version v5.10.20.

Have a nice day!

Best regards,

Luca