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Brother BR-Raceipts User Manual

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BR-Receipts
User's Guide

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Summary of Contents for Brother BR-Raceipts

  • Page 1 BR-Receipts User's Guide...
  • Page 2 Copyright ©2013 Brother Industries, Ltd. All Rights Reserved. PDFlib (C) 1997-2009, PDFlib GmbH and Thomas Merz. JPEGlib (C) 1998 Independent JPEG Group. QuickBooks SDK 11.0 © 2011. The copyright and its proprietary rights reversed by Intuit Inc. Tiff G3 Lib License Copyright (c) 1988-1997 Sam Leffler Copyright (c) 1991-1997 Silicon Graphics, Inc.
  • Page 3 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) <2013>, <NewSoft Technology Corporation > All rights reserved. Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met: 。...

  • Page 4: Table Of Contents

    Table of Contents General Information Features......................... 2 System Requirements....................2 Overview Getting Started Menu Bar ........................5 Command Toolbar......................6 Folder View ........................6 Status Bar ........................8 List View......................... 8 Image View ........................8 Edit View ........................9 Working with BR-Receipts Setting up BR-Receipts....................

  • Page 5: General Information

    General 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.

  • Page 6: Features

    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.

  • Page 7: Overview

    Overview The following descriptions and instructions will help you get started: 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. 2. Scan Put the receipt in the scanner and begin scanning.
  • Page 8 Choose Export to Cloud from File menu to open the BOL login dialog box. Enter an email address and password to connect your Brother OnLine (BOL) account, appears, indicating that you can now send receipt images to the cloud from your local computer.

  • Page 9: Getting Started

    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. You can control which receipts are displayed in the list by clicking the All drop-down list and selecting Recently Added (receipts updated in the last three days), or Unverified.

  • Page 10: Command Toolbar

    Command Toolbar The Command toolbar displays the most commonly used commands. Click an icon to execute the command. Scan Import: Scan receipts to the currently selected folder. NOTE: This feature only applies to folders. File Import: Import receipts to the currently selected folder. NOTE: This feature only applies to folders.
  • Page 11 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.

  • Page 12: Status Bar

    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 images or data to the cloud, click When you export a file successfully, appears in the status bar.

  • Page 13: Edit View

    • Redo: Click performed on an image file. redo the last operation • Zoom in or zoom out: Use the slider , to change the magnification of the image. • Fit to Width: Adjust the image to match with the width of the page. •...

  • Page 14: Working With Br-Receipts

    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 Click on the toolbar or click the BR-Receipts menu and select Preferences, and then enter your BOL account information, user profile and defined field values to personalize your program.
  • Page 15 User Defined Field: Select a receipt box and choose a type of field you want to update. The items under the selected type will be displayed as a list. • Click Add to open a dialog box, type the item name, and click OK to add the item to the selected list.

  • Page 16: Collecting Receipts

    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.
  • Page 17 2. Choose your preferred scanning style: Select Scan with TWAIN user 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: •...
  • Page 18 NOTE: When you select "Carrier Sheet Mode", the software automatically skips scanning the 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.

  • Page 19: Importing Receipts

    6. 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. 7. When the scanner finishes scanning the receipt, you can click in Image View and drag a 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.

  • Page 20: Creating Receipts Manually

    • Automatically crop the receipts: Select to have BR-Receipts crop images automatically during importing. • 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.

  • Page 21: New Template

    If you are not satisfied with the template, you can select part of the receipt and perform 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.
  • Page 22 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.
  • Page 23 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.

  • Page 24: Manual Input

    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. Modify Template To edit the template applied to a receipt, select the receipt, click the Receipt menu, and then select Modify template.

  • Page 25: Field Categorizing

    To delete the template, click the Receipt menu and select Delete template. A dialog box will open. Click Delete to remove the template from your computer. 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.
  • Page 26 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. When finished, the receipt and the data will be displayed and you can check and edit the data. This is called the verification process.

  • Page 27: Editing Receipts

    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 View, (or double-click a receipt, or click in the bottom of the List View section. In Edit view, if an item is purchased for others, you can select Reimbursable to record the charge that should be reimbursed to you.
  • Page 28 summarized by vendor names in the first field, and so on. 4. In the Formatting section: Select Include Cover Page if you want a cover page that includes receipt date, user profile and summary. Select Include Receipt if you want your report to display groups by spending type, with detailed information for each group.

  • Page 29: Menu Commands

    Menu Commands BR-Receipts Menu About BR-Receipts Shows copyright information and software version. Check Latest Check for the latest product. Version Preferences… Customizes BR-Receipts features. Services Starts or stops services. Hide BR-Receipts Minimizes BR-Receipts to an icon on the application bar at the bottom of the screen.

  • Page 30: File Menu

    File Menu Create a new receipt box whose New Receipt Box properties you can determine yourself. Create an empty folder in the selected New Folder receipt box. Open… Open a receipt box. Save As… Save the selected receipt box with a new name. Close Close the selected receipt box.

  • Page 31: Edit Menu

    Edit Menu Cut the selected receipt. (You can choose more than one.) Copy Copy the selected receipt. (You can choose more than one.) Paste Insert any copied or cut information. Receipt Delete Delete either a receipt or a folder. Folder Select All Select all receipts in the current folder.

  • Page 32: Receipt Menu

    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 Link to the Brother website. Website...

  • Page 33: Index

    Index Menu Bar, 5 BR-Receipts Menu, 25 Menu Commands, 25 Manual Input, 20 Modify Template, 20 Command Toolbar, 6 Collecting Receipts, 12 Creating Receipts Manually, 16 New Template, 17 Creating Reports, 23 Overview, 3 Edit Menu, 27 Edit View, 9 Editing Receipts, 23 Receipt Menu, 28 Features, 2...

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