Objective

This guide will outline the recommended scanner settings you should be using when scanning invoices and statements to AutoEntry for extraction.

Applies To

  • Users who upload paper copies of invoices and bank/credit card statements

Procedure

Before you start scanning documents for AutoEntry, the default settings on your scanner should be checked in order to get sufficient quality.

Note: These settings are not required for uploading via the Mobile App or uploading digital .pdf copies of statements or invoices (i.e. not scanned from paper originals).

Most scanners allow you to save a profile or default setting - it is advisable to do this so you do not have to keep changing settings on the scanner. Our recommended settings are fairly standard for any desktop or office scanner (your scanner might not have all of the below settings - apply as many as are available).

Colour

  • The colour setting on your scanner should be Greyscale (grey, true grey or similar).

  • Do not use Black & White! Scans in black & white will be rejected as the extraction quality can be extremely poor.  

  • Error Diffusion off.

  • Use Colour if there is no grayscale option.

  • For poor copies (carbon copy invoices for example), full colour can be better although not a guarantee the file will not be rejected for poor scan quality. 

Resolution

This should be at 300DPI (or nearest setting). Pages scanned below 200DPI can be rejected due to low scan quality. 

Scan/ Document Type (Text/Photo)

If you can set this to greyscale, please do so. Otherwise, set it to Photo or Text/Photo.

File Type

Do not set the file type to a compressed format e.g. Compressed PDF. Use either PDF or TIFF.

Compression

Turn compression off or down to the lowest setting.

Quality

Turn quality up to the highest setting.

Image Processing

Turn off any image processing e.g. binarisation, thresholding, background adjustment, or turn it down to the lowest setting possible on your scanner.

Additional Information

Please see also our notes regarding pen marks and handwriting on documents that can also affect the extraction and AutoEntrys' turnaround times. 

Note: Please do not upload screenshots. If you have a digital copy already, simply save the file and upload it. 

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