The digitalization of the workplace continues its road to success. The days of paper filing, cabinets are over that used to occupy precious office space with the size of a little warehouse. Today’s business processes are mostly digitalized and printing documents became the exception and are no longer the default for business documents.
Most incoming invoices are nowadays received in digital formats (PDF, scanned image, photo, email, etc). While this already streamlines the business process and makes physical storage capacity irrelevant, one major problem persists: How to leverage the data hidden in those digitized invoices? And how to easily access key data in invoices and move the data to where it belongs?
Considering these factors by using Deskera Mobile we have an automated Document scanner module for invoices. It is basically an automated data entry solution tailored to the use case of invoices. You can scan your Invoices easily and quickly which lessens the manual work, time, and paperwork.
Following are the steps to know how Document scanner works on Deskera Mobile
1. On the Deskera Mobile dashboard, select the Document Scanner icon under the Business Modules section to scan the Sales Invoice.
Please note that first, you need to create a document using a document designer, then you can scan the same document in the document scanner.
Please find below the sample Invoice documents format,
Invoice Sample 1 Invoice Sample 2
Once the Invoice document is ready, click on the document scanner, where you will be able to scan the invoice,
Scanned invoice using document scanner Field to be imported Details
Once all the details have been checked and verified, click on the tick button which will generate your invoice which later you can share it with your customers.
Congratulations! You have successfully learned how to use Document Scanner using Deskera Mobile