Brother BR-Raceipts Manual de usuario

BR-Receipts

User's Guide

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SN: 180110-02-01-M-E-090313-12

Table of Contents

1 General Information 1

Features.........................................................................................................................2

System Requirements.................................................................................................... 2

2 Overview 3

3 Getting Started 5

Menu Bar ....................................................................................................................... 5

Command Toolbar..........................................................................................................6

Folder View....................................................................................................................6

Status Bar ......................................................................................................................8

List View.........................................................................................................................8

Image View ....................................................................................................................8

Edit View........................................................................................................................9

4 Working with BR-Receipts 10

Setting up BR-Receipts................................................................................................10

Collecting Receipts......................................................................................................12

Scanning Receipts............................................................................................... 12

Importing Receipts............................................................................................... 15

Creating Receipts Manually.........................................................................................16

Using Receipt Templates.............................................................................................16

Select Vendor ...................................................................................................... 16

New Template...................................................................................................... 17

Manual Input........................................................................................................ 20

Modify Template................................................................................................... 20

Field Categorizing........................................................................................................21

Editing Receipts...........................................................................................................23

Searching for Receipts.................................................................................................23

Creating Reports..........................................................................................................23

5 Menu Commands 25

BR-Receipts Menu.......................................................................................................25

File Menu.....................................................................................................................26

Edit Menu.....................................................................................................................27

View Menu ................................................................................................................... 27

Receipt Menu...............................................................................................................28

Help Menu....................................................................................................................28

6 Index 29

iii

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.

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

Operating System For Intel-Mac (Intel Core Duo processor), Mac OS 10.6 or

higher is required.

Computer

A minimum of 512 MB free hard disk space for installing the program.

A USB port for scanner connection.

Scanner A USB port for computer connection.

Receipts Receipts must be in reasonably good condition to be readable by the scanner.

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.

2. Scan

Put the receipt in the scanner and begin scanning. The scanning progress bar displays the

scanning status.

3. Use a Template

If 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 Templates.

4. Field Categorizing

Use the field categorizing feature to sort receipt information using field recognition. Click 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 recognize it. 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.

5. 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 format best suited to your particular needs.

a. Click 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

(only applies to CSV format).

•Include aheader line - Select Include a header line to have the field names exported.

•Header Language - Select the header language from the list.

•Encoding -Select a type from the list to specify a file encoding format.

•Delimited by - Under Delimited by, select Comma, Tab, or Space to choose the

character that will separate fields in the exported file.

•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

details to continue.

6. Export to Cloud

To export to cloud, do one of the following:

- Right-click a receipt box or folder and choose Export to Cloud from the context menu.

- 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 your Brother OnLine (BOL) account,

appears, indicating that you can now send 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.

NOTE: If you select a receipt box to upload, all the folders in this receipt box will be uploaded.

7. Create Reports

Reports let you see where receipts originated, how goods and services were paid, and who is

responsible for 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. 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.

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.

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.

Export: Export receipt images to file.

Report: Create a data report for the selected receipt(s).

Settings: enter your BOL account information, user profile and defined field values to

personalize your program 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 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.

BR-Receipts Website: 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.

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

Box… Create a receipt box.

Open Receipt

Box… Open a receipt box that already exists.

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