User Guide for Receipt & Invoice Recognition in Forms

Summary

Receipt & Invoice Recognition is an "Advanced Question Type" used to recognize invoice and ticket information uploaded by respondents. It automatically extracts information such as invoice type, invoice date, and total amount (tax included) and populates it into the sheet.

Feature Description

Feature Dimension	Description
Member Limit	No membership limit
Version Limit	No version limit

Steps

Add Receipt & Invoice Recognition

Feature Entry
"Edit" tab → "Advanced Question Types" → "Receipt & Invoice Recognition" button

1. Click the Edit tab at the top.
2. Expand the Advanced Question Types area in the left panel.
3. Click the Receipt & Invoice Recognition button to add it to the questionnaire.
4. The default question is Please upload invoice. The preview area displays a table (Invoice, Invoice Type, Invoice Date, Total Amount). Click the Upload Invoice button to upload.

Set Up Receipt Types to Recognize

Feature Entry
Receipt & Invoice Recognition → "Recognition Settings" → "Receipt Types to Recognize" drop-down list

1. Click the added Receipt & Invoice Recognition question.
2. In the Recognition Settings panel on the right, click the Receipt Types to Recognize drop-down list.
3. Select a type: Invoice (default) or Ticket.

Set Up Invoice Type Limits

Feature Entry
Receipt & Invoice Recognition → "Recognition Settings" → "Invoice Type Limits" drop-down list

1. Click the added Receipt & Invoice Recognition question.
2. In the Recognition Settings panel on the right, click the Invoice Type Limits drop-down list.
3. Select a limit type: No Limit (default), Special VAT Invoice, General VAT Invoice, Electronic General VAT Invoice, General VAT Invoice (Roll), or Machine-Printed Invoice.
4. Once set, respondents are only allowed to upload invoices of the corresponding types, helping you standardize the uploaded invoice types.

Set Up Information to Recognize

Feature Entry
Receipt & Invoice Recognition → "Recognition Settings" → "Information to Recognize" option box

1. Click the added Receipt & Invoice Recognition question.
2. In the Recognition Settings panel on the right, click the Information to Recognize option box.
3. Selected fields are displayed as labels (with a "×" to delete): Invoice Type, Invoice Date, Total Amount, Invoice Code, Invoice Number, Verification Code, Machine Number, Invoice Expense Type, Purchaser Name, Purchaser Taxpayer Identification Number, etc.
4. You can click the "×" on a label to remove fields that do not need to be recognized.

Enable Manual Input

Feature Entry
Receipt & Invoice Recognition → "Recognition Settings" → "Allow Manual Input" switch

1. Click the added Receipt & Invoice Recognition question.
2. In the Recognition Settings panel on the right, turn on the Allow Manual Input switch.
3. Once enabled, respondents can manually supplement and modify the recognized information.

Enable Invoice Duplicate Check

Feature Entry
Receipt & Invoice Recognition → "Recognition Settings" → "Invoice Duplicate Check" switch

1. Click the added Receipt & Invoice Recognition question.
2. In the Recognition Settings panel on the right, turn on the Invoice Duplicate Check switch.
3. Once enabled, the system will check the currently uploaded invoices against historical submissions. Respondents will not be allowed to submit duplicate invoices.

Set Up Maximum Upload Limit

Feature Entry
Receipt & Invoice Recognition → "Upload Image Settings" → "Max Uploads" drop-down list

1. Click the added Receipt & Invoice Recognition question.
2. In the Upload Image Settings panel below, click the Max Uploads drop-down list.
3. Select a quantity: 1, 2, 3, 4, 5 (default), 6, 7, 8, etc.

Enable Save Uploaded Images

Feature Entry
Receipt & Invoice Recognition → "Upload Image Settings" → "Save Uploaded Images" switch

1. Click the added Receipt & Invoice Recognition question.
2. In the Upload Image Settings panel below, turn on the Save Uploaded Images switch.
3. Once enabled, the images uploaded and recognized by respondents will be saved and can be viewed on the Data Statistics page.

Set Up Image Naming Rules

Feature Entry
Receipt & Invoice Recognition → "Upload Image Settings" → "Image Naming Rules" option box

1. Click the added Receipt & Invoice Recognition question.
2. In the Upload Image Settings panel below, click Image Naming Rules (currently set to Original File Name ×).
3. Once enabled, the collected invoices will be automatically named according to the set naming rules. It is recommended to set the naming-associated questions as required to ensure a unified naming format.
4. In the pop-up panel, check the naming fields (such as Original File Name). You can also add custom rules in the Add Custom Fixed Name input box.

Enable Create Categorized Folders

Feature Entry
Receipt & Invoice Recognition → "Upload Image Settings" → "Create Categorized Folders" switch

1. Click the added Receipt & Invoice Recognition question.
2. In the Upload Image Settings panel below, turn on the Create Categorized Folders switch.
3. Once enabled, folders will be automatically created according to the folder naming rules, and the collected invoices will be categorized and summarized. For example, if the folder is named after "Department", the invoices from the same department will be automatically categorized and summarized into the same folder.

FAQ

Q1: What types of receipts does Receipt & Invoice Recognition support?

• Solution: It supports two receipt types: invoices and tickets. Invoice types can be further limited to special VAT invoices, general invoices, etc.

Q2: What is the purpose of Invoice Duplicate Check?

• Solution: Once enabled, the system will check the currently uploaded invoices against historical submissions. Duplicate invoices are not allowed to be submitted.

Notes

• Receipt & Invoice Recognition is located in the "Advanced Question Types" area.
• It supports settings for receipt types, invoice type limits, information to recognize, manual input, invoice duplicate check, maximum upload limit, saving uploaded images, image naming rules, and creating categorized folders.