Local OCR match rules

In Yuki submitted documents are processed automatically as much as possible. Besides scanned documents also PDF, Office files and UBL/XML invoices can be processed automatically.

The automatic document processing takes place during the process that is called Intelligent Document Recognition (IDR). This process can classify, index, process and validate documents. This intelligence forms the basis for YUKI RA i.e. YUKI Robotic Accounting.

For a detailed description of the IDR, see article Automatic Document Recognition (IDR).

TIP!

The moment a purchase or sales invoice is not 100% recognised by Yuki's IDR (Intelligent Document Recognition), there is the option of using the Maximum Recognition service (provided by Lyanthe, a Visma company). This increases the number of recognised invoice fields and reduces the time needed to process invoices manually.

For a detailed description of Maximum recognition, see article Activate Maximum recognition.

However the recognition of documents can be further improved by using OCR in Yuki. OCR stands for Optical Character Recognition (the reading out of text from an image)).

Based on this recognised data the document type and the contact of a document, among other things, are determined. This doesn't always produce the desired result. Therefore it is possible to create local OCR match rules in a domain in order to further improve the automatic processing rate.

Only a user with the 'Back office' role in the domain or the 'Management', 'Financial administration' or 'External accountant' role can view the OCR match rules.

View OCR match rules

Go through the following steps in order to view all local OCR match rules that have been created in a domain:

• Click on the Archive icon in the navigation bar and then click on OCR match rules.
  OR
• Click on OCR match rules in the entry screen of a document.
  
  
  The following screen is opened:
  
  
  

The Accuracy column shows the percentage of documents whose contact was correctly recognised by the corresponding OCR match rule.

By hovering your mouse over the percentage, a pop-up will appear that contains more details about the accuracy.

All columns in the overview, except 'Project' and 'By' can be sorted in ascending or descending order. Only the completed criteria fields of the OCR match rule are shown as columns in this overview.

You can view all Matches of the match rules by clicking > in front of an OCR match rule.

Under Matches all documents are shown whereof the data meets the criteria of the relevant OCR match rule.

The Edit and Delete buttons in order to change or delete an existing match rule are only available to an user with the 'Back office' role in the domain.