Brother International ADS-1200 BR-Receipts Users Guide Macintosh
Brother International ADS-1200 Manual
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- Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 1
BR-Receipts User's Guide Version B USENG - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 2
Copyright ©2019 Brother Industries, Ltd. All Rights Reserved. PDFlib (C) 1997-2009, PDFlib GmbH and Thomas Merz. JPEGlib (C) 1998 Independent JPEG Group. QuickBooks SDK 13.0 © 2013. The copyright and its proprietary rights reserved by Intuit Inc. Tiff G3 Lib License Copyright (c) 1988-1997 Sam - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 3
LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 4
Up BR-Receipts 13 Collecting Receipts ...16 Scanning Receipts 17 Importing Receipts 19 Creating Receipts Manually 20 Using Receipt Templates 20 Select Vendor...21 New Template...22 Manual Input ...23 Modify Template...24 Delete Template 25 Apply Another Template 25 Field Categorizing ...26 - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 5
1 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. 1 - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 6
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 batch process receipts when importing or - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 7
2 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 - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 8
7. Create Reports Reports let you see where receipts originated, how goods and services were paid for, and who is responsible for receipts. For more information, Quicken to import a file provide by BR-Receipts NOTE: Quicken supports importing BR-Receipt data into a cash, business or investment based - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 9
9. Import a file provided by BR-Receipts into Quicken using the QIF format. a. Specify the QIF file exported from BR-Receipt by selecting Import the .QIF file b. Press Next button to import. c. Below messages will appear after the process is done 5 - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 10
3 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 - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 11
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 - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 12
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 - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 13
folder commands: Scan Receipt... Scan receipts to the currently selected folder. Import Receipt Images... Import receipts to the currently selected folder. Manually Create a Create a new receipt and save it as a record. New Receipt Paste Receipt Paste a copied receipt to a folder. Verify All - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 14
List View The List View window displays information about the selected folder. It displays the receipt data in columns as three totals: Total Amount, Reimburse, and Sales Tax. Each receipt will be listed along with the data. To search for a receipt, type a keyword in the search bar , press the - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 15
Image View The Image View window displays the selected receipt. You can rotate the image before recognition, if needed. Use the following commands to refine your images and make the OCR process more accurate: • Move: Click to move the image. • Crop the image: Click , select a portion of the image, - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 16
Edit View To edit the receipt, do one of the following: • Click Edit Items from the View menu. • Double click a receipt. • Click in the bottom of the List View section. The Created Date and Modified Date cannot be edited. 12 - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 17
4 Working with BR-Receipts BR- Receipts is designed to help you organize and track your expenses. Once you start scanning and saving your receipts, use these basic functions to keep your database current. Setting Up BR-Receipts Click on the toolbar or click the BR-Receipts menu and select - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 18
In addition to uploading from your computer, you can add a proxy to upload your receipt images or data. Select Use a proxy server for this connection, and then type the proxy address, user name, password and port to enable the proxy. Click Browse to specify a receipt box path. When you create a - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 19
User Defined Field: Select a receipt box and choose a type of field you want to update. The items under the selected type will be displayed as a list. • Click Add to open a dialog box, type the item name, and click OK to add the item to the selected list. • Click Edit to change an item name in the - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 20
You can add an item to a type list and define it as belonging to this type, then similar field content will be categorized to this type when encountered during field categorizing. For example, you can add Credit Card to the Display name of Payment Type list, so that when the keyword Credit Card is - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 21
Scanning Receipts For the most powerful results when using BR-Receipts, it is important to configure your folders properly. 1. Click the File menu and select Scan Settings.... 2. Choose your preferred scanning style: Select Scan with TWAIN/ICA user interface if you want to use the scanner's TWAIN or - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 22
NOTE: When you select "Carrier Sheet Mode", the software automatically skips scanning the header of the carrier sheet. The width of the header depends on the scanner you are using. If you are scanning a long receipt, fold the receipt to fit to the carrier sheet with title and total amount items - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 23
4. Put a receipt into your scanner. If you have several drivers available, click the File menu and select Select Scanner..., and then specify a driver for your scanner from the Select Scanner dialog box. 5. Click the File menu and select Scan Receipt... (or right-click a receipt box in the Folder - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 24
manually add the receipt record to the database. 1. Click the Receipt menu and select Manually Create a New Receipt, (or right-click a receipt box and select Manually common data such as where the receipts originated, how goods and services were paid for, and who is responsible for them, you can - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 25
Select Vendor Select a template from the vendor folder in the left pane. Select a template style and click OK to apply it to your receipt. You can also move the orange rectangle or the color window separately to accurately match the correspond units. 21 - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 26
New Template Create templates to apply to your receipts. Create a different template for each vendor to help organize your receipts. 1. Click New template. 2. The receipt image will be displayed with a red bar. Click and drag the red bar to separate the top and bottom areas of the receipt. Drag to - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 27
field verification finished, name the template, add notes to the template, and then click OK to save it. Manual Input Click Manually input later to ignore all the templates. You can manually type your receipt's field information in Edit view. Check Apply to all, and all the receipts will be imported - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 28
Modify Template To edit the template applied to a receipt, select the receipt, click the Receipt menu, and then select Modify template. The Modify template screen appears with a template that has been assigned to the selected receipt. If you have verified an area of this receipt as a field, the - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 29
Delete Template To delete the template, click the Receipt menu and select Delete template. A dialog box will open. Click Delete to remove the template from your computer. Apply Another Template To give your receipt another template, click the Receipt menu and select Apply another template. A dialog - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 30
Field Categorizing Field categorizing lets you sort receipt information by field. Click in Image View, drag a rectangle to select an area, right-click the selected area and select the field type from Receipt Date, Amount, Sales Tax, Vendor, or Payment Type (or drag the selected area directly to the - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 31
Editing Receipts In addition to verifying the receipts, you can also make changes and add comments or other information. Click the View menu and select Edit Items, (or double-click a receipt, or click in the bottom of the List View section. In Edit view, if an item is purchased for others, you can - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 32
2. Type a title for your report in the Title field. Select the Show Subheader check box to display a subheader. 3. The default Reporting Type is Expense. To change to a Spending Report, select Spending. In the Spending by drop-down list, whatever is selected determines how receipt information is - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 33
Shows copyright information and software version. Check for Latest Version Check for the latest product. Preferences... , Customizes BR-Receipts features. Services Starts or stops services. Hide BR-Receipts H Minimizes BR-Receipts to an icon on the application bar at the bottom of the screen - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 34
. PDF. QIF, IIF, or TXF format or export your data to a third party application. Export Receipt Image to File... Export receipt images to file. The supported file formats are JPG, TIF, and BMP. Export to Cloud Upload receipt images or data to cloud. 30 - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 35
Edit Menu Cut X Copy C Paste V Delete Select All A Unselect All Invert Selection View Menu Edit Items Zoom In Zoom out Fit into Window Rotate Image Cut the selected receipt. (You can choose more than one.) Copy the selected receipt. (You can choose more than one.) Insert any copied or cut - Brother International ADS-1200 | BR-Receipts Users Guide Macintosh - Page 36
Receipt Date Payment Type Sales Tax Amount Purpose Created Date Modified Date Reimburse Sort the receipts by the selected field. Receipt Menu Manually Create a New Receipt Modify template Create a receipt in the current folder. Edit the template applied to this receipt. NOTE: An error message
BR-Receipts
User's Guide
Version B
USENG