How do I scan a receipt with
and install the application from our website http://www.brothercloud.com
account must be created and a serial number from the machine must be entered in
order to get access to the download.
the software has been installed, please do the following:
on the icon to launch the program.
on your preferences, there are two options to initiate a scan.
can choose File => Scan Settings to display the setting box below.
box allows you to set the default scan properties. These settings need
only to be set once unless you wish to change the scan method.
may choose QUICK SCAN to accept the scanning defaults shown above or choose Scan
With TWAIN User Interface to customize the options listed above.
this example below we are using Quick Scan with the default settings.
The option to use a carrier sheet is available if you feel the receipt is not
useable as is due to wrinkles or tears choose this box to use the carrier
the receipt in the carrier sheet and click the check box before initiating a
you have selected your scan method you are ready to begin scanning.
To begin, place a receipt in the
scanner face up and click the Scan icon.
Once scanning is complete you will
be asking if you wish to use a predefined template or manually enter the
If you would like to use a
predefined template click the dropdown and chose the appropate vendor from the
If there is no matching vendor, you
can create a new template by clicking the radio button and clicking OK to
If you would like to manually enter
the data choose manually input later.
If you would like to always choose this way; then click the box, apply to
Click OK to continue. The
Manual method is described below.
In the far right pane above the
receipt image are a few tools.
Listed in order from left to
Hand ï¿½ Movement tool to move the receipt image.
Crop ï¿½ Crops the image to the desired size.
Deskew ï¿½ Aligns the image.
Rotate ï¿½ Rotates the image.
Recognize ï¿½ Sets up the recognition fields.
Undo ï¿½ Undo the last command
Redo ï¿½ Perform the same command again.
These tools will be used when
creating a new template or adjusting the OCR field area.
This software will capture 5 areas
on the receipt.
On the receipt, choose the
RECOGNIZE tool, and draw a box around the data to be captured.
Right Click in the box and choose
which of the 5 data types applies to the selected area.
In this case it would be
The OCR engine will return its
results, please make any changes needed or accept by clicking OK.
Continue to the next
Draw a box around the date field on
Right Click and assign this field
as RECEIPT DATE.
You may have to manually change the
date in the verification area if the OCR engine does not recognize the
Continue to the next
Draw a box around the payment
Right Click on Payment type to set
Continue to the next
Draw a box around the
Right Click and choose Amount to
set this field, or make any necessary changes and click OK.
NOTE: The sales
tax was not present in our example. If present you may also scan the sales
Once all 5 fields have been
programmed and recognized, look in the Data Verification Area to validate the
You have additional options in this
You can select a category for this receipt type, click the drop down and
choose an appropriate item from the list or type in your own.
The comments box allows you to describe the receipt which will aid in
searches in case you need to access it for a certain item or large purchase in
the case of warranty or proof of purchase.
The reimbursable check box allows you to designate if this is a
The Verified check box is used to indicate that you have examined the
receipt data and are satisfied that it is correct.
Placing a check in this box will cause a green checkmark to appear in the
b) If you
use the drop down above the data area and change it from ALL to UNVERIFIED, then
the receipts that you have checked will not be displayed.
To view all receipt data, return the drop down to ALL.
view all recently scanned receipts that have not been verified, choose Recently
The scan is now complete; the data
area will be populated with the receipt data.
If you have another receipt to
scan, place it in the scanner and begin this process once more by clicking on
If you need additional assistance,
please consult your user documentation that came with your product.