Guide to Using Receipt Recognition Feature in Forms

Feature Summary

The receipt recognition question is used to identify invoice and ticket information uploaded by respondents. Through AI, it automatically recognizes receipt content and fills it into the corresponding fields, reducing manual entry and improving filling efficiency.

Feature Description

Feature Dimension	Description
Membership Restriction	No membership restriction
Version Restriction	No version restriction

Operation Steps

Adding a Receipt Recognition Question

Feature Entry
「Edit」 tab → 「Question Type」 → 「Receipt Recognition」 button

1. Click the top 「Edit」 tab
2. Expand the 「Question Type」 area in the left panel
3. Click the 「Receipt Recognition」 button to add the receipt recognition question to the form
4. Enter the question content in the question editing area, such as "Please upload the invoice"

Setting the Receipt Types to Recognize

Feature Entry
Receipt Recognition Question → 「Recognition Settings」 → 「Receipt Types to Recognize」 option

1. Click the added receipt recognition question
2. In the right-side 「Recognition Settings」 panel, click the 「Receipt Types to Recognize」 option
3. Select the receipt type: 「Invoice」 or 「Ticket」

Setting Invoice Type Restrictions

Feature Entry
Receipt Recognition Question → 「Recognition Settings」 → 「Invoice Type Restriction」 option

1. Click the added receipt recognition question
2. In the right-side 「Recognition Settings」 panel, click the 「Invoice Type Restriction」 option
3. Select the restriction method: 「No Restriction」, or select a specific invoice type, such as 「VAT Special Invoice」, 「VAT General Invoice」, 「VAT Electronic General Invoice」, 「VAT General Invoice (Roll)」, 「Machine-printed Invoice」, etc.

Setting the Information to Recognize

Feature Entry
Receipt Recognition Question → 「Recognition Settings」 → 「Information to Recognize」 option

1. Click the added receipt recognition question
2. In the right-side 「Recognition Settings」 panel, click the 「Information to Recognize」 option
3. Check the information fields to recognize, such as 「Invoice Type」, 「Invoice Date」, 「Total Amount (Tax Inclusive)」, 「Invoice Code」, 「Invoice Number」, 「Verification Code」, 「Machine Number」, 「Invoice Consumption Type」, 「Buyer Name」, 「Buyer Taxpayer Identification Number」, etc.

Enabling Manual Filling

Feature Entry
Receipt Recognition Question → 「Recognition Settings」 → 「Allow Manual Filling」 toggle

1. Click the added receipt recognition question
2. In the right-side 「Recognition Settings」 panel, turn on the 「Allow Manual Filling」 toggle
3. Once enabled, respondents can manually supplement and modify the recognized information

Enabling Invoice Duplicate Check

Feature Entry
Receipt Recognition Question → 「Recognition Settings」 → 「Invoice Duplicate Check」 toggle

1. Click the added receipt recognition question
2. In the right-side 「Recognition Settings」 panel, turn on the 「Invoice Duplicate Check」 toggle
3. Once enabled, the currently uploaded invoice will be checked against historically submitted invoices for duplicates, and respondents will not be allowed to submit duplicate invoices

Setting the Maximum Number of Uploads

Feature Entry
Receipt Recognition Question → 「Upload Image Settings」 → 「Maximum Number of Uploads」 option

1. Click the added receipt recognition question
2. In the "Upload Image Settings" panel on the right, click the "Maximum Number of Uploads" option
3. Select the number of images allowed to be uploaded, such as "1", "2", "3", "5", etc.

Enable Saving Uploaded Images

Feature Entry
Receipt Recognition Question → "Upload Image Settings" → "Save Uploaded Images" toggle

1. Click the added receipt recognition question
2. In the "Upload Image Settings" panel on the right, turn on the "Save Uploaded Images" toggle
3. Once enabled, the images uploaded and recognized by respondents will be saved and can be viewed on the data statistics page

Set Image Naming Method

Feature Entry
Receipt Recognition Question → "Upload Image Settings" → "Image Naming Method" option

1. Click the added receipt recognition question
2. In the "Upload Image Settings" panel on the right, click the "Image Naming Method" option
3. Select a naming method: "Original File Name", or click "Add Custom Fixed Naming" to add a custom naming rule
4. Once enabled, the collected invoices will be automatically named according to the configured naming method

Enable Creating Category Folders

Feature Entry
Receipt Recognition Question → "Upload Image Settings" → "Create Category Folders" toggle

1. Click the added receipt recognition question
2. In the "Upload Image Settings" panel on the right, turn on the "Create Category Folders" toggle
3. Once enabled, folders will be automatically created according to the folder naming method, and the collected invoices will be categorized and summarized

FAQ

Q1: How to restrict the types of invoices that respondents can upload?

• Solution: Click the receipt recognition question, click "Invoice Type Restriction" in the "Recognition Settings" panel, and select "No Restriction" or specify a particular invoice type (such as VAT Special Invoice, VAT General Invoice, etc.).

Q2: How to prevent respondents from submitting the same invoice repeatedly?

• Solution: Click the receipt recognition question, and turn on the "Invoice Duplicate Check" toggle in the "Recognition Settings" panel. The system will perform a duplicate check against the currently uploaded invoice and previously submitted invoices.

Q3: How to manage collected invoices by category?

• Solution: Click the receipt recognition question, and turn on the "Create Category Folders" toggle in the "Upload Image Settings" panel. The system will automatically create folders according to the folder naming method and categorize and summarize the invoices.

Q4: How to modify recognition results when they are inaccurate?

• Solution: Click the receipt recognition question, and turn on the "Allow Manual Entry" toggle in the "Recognition Settings" panel. Respondents can manually supplement and modify the recognized information.

Notes

• Receipt recognition supports two types of receipts: invoices and tickets
• When "Invoice Duplicate Check" is enabled, duplicate invoices cannot be submitted
• When "Save Uploaded Images" is enabled, uploaded images can be viewed on the data statistics page
• When customizing naming, it is recommended to set the question associated with the naming as required to ensure uniformity of the naming format