- A list of goods or services for which payment has been received
- The place where the goods or services have been purchased
- The date and time of the purchase
Important. The Receipt and Receipt CJK skills cannot be trained on additional documents.The Receipt skill can recognize handwritten numbers in Tip and Total fields. This option is enabled by default. If you do not intend to import forms containing handwritten numbers, disable the Handwritten option in the settings.
Countries and Languages
Receipt Skill Support
| Countries | Languages |
|---|---|
| Australia | English |
| Belgium | Dutch |
| French | |
| Brazil | Portuguese (Brazil) |
| Canada | English |
| French | |
| Finland | Finnish |
| France | French |
| Germany | German |
| Hungary | Hungarian |
| Italy | Italian |
| Ireland | English |
| Luxembourg | French |
| German | |
| Mexico | Spanish |
| Netherlands | Dutch |
| New Zealand | English |
| Norway | Norwegian (Bokmal) |
| Panama | Spanish |
| Peru | Spanish |
| Poland | Polish |
| Serbia | Serbian (Latin) |
| Singapore | English |
| Slovakia | Slovak |
| Spain | Spanish |
| Catalan | |
| Sweden | Swedish |
| Turkey | Turkish |
| United Kingdom | English |
| USA | English |
| Spanish |
Receipt CJK Skill Support
| Countries | Languages |
|---|---|
| China | Chinese Simplified |
| English | |
| Japan | Japanese (Modern) |
| English | |
| South Korea | Korean (Hangul) |
| English | |
| Taiwan | Chinese Traditional |
| English |
Extracted Fields
Asterisk (*) indicates a required field or field group. Values cannot be empty.
Basic Information
| Field | Description |
|---|---|
| Expense Type | The type of the expense. Possible values: Airfare (receipts for booked flights), Car Parking (receipts from parking meters), Car Rental (receipts from car rental services), Gasoline Station (receipts from gas stations), General Retail (receipts from stores, supermarkets, etc.), Restaurant (restaurant bills), Toll Road (toll receipts), Transport (receipts for public transportation fares) |
| Vendor | The name of the organization that issued the receipt. |
| Address | The address of the organization that issued the receipt. |
| Phone | The phone number of the organization that issued the receipt. |
| Date* | The date when the payment was made. |
| Country | The country where the payment was made. |
| City | The city where the payment was made. |
Payment Information
| Field | Description |
|---|---|
| Payment Method | Payment method. Possible values: Card, Cash, Transfer, Mixed, Undefined |
| Card Type | The payment processing network of the card used for payment. Possible values: Mastercard, VISA, AmericanExpress, NationalCard, Undefined |
| Credit or Debit | Whether a credit or debit card was used. Possible values: Credit, Debit |
| Card Number | The number of the card used for payment. The number may be partially masked by replacing some digits with the X character. |
Financial Details
| Field | Description |
|---|---|
| Currency* | The currency of the payment. |
| Total* | The total amount of the receipt. |
| Tip | The tip amount. |
| Tax Total | The total amount of tax levied on the purchase. If the Tax Total field is empty, it can be filled in automatically by the Process money fields and currency rule. |
Taxes
| Field | Description |
|---|---|
| Taxes | Tax details. No details will be shown if the Tax Rate and Tax Amount fields are empty. If multiple taxes have been detected, they will be displayed as multiple lines in the table. The total amount of tax will be recorded in the Tax Total field. |
| Tax Rate | Tax rate percentage |
| Tax Amount | Tax amount value |
Line Items (Repeating Group)
The list of the purchased goods or services.| Field | Description |
|---|---|
| Description | The name of the purchased product or service. |
| SKU | The stock-keeping unit identifier of the product (if present). |
| Quantity | The quantity of the product purchased. |
| Price | The price per unit. |
| Amount | The total sum in the line item. |
Key Fields
- Date
- Currency
- Total
Validation Rules
To fill in a field with the calculated value, click the suggestion button in the value region of the appropriate field and select one of the suggestions from the drop-down list.| Rule | Description |
|---|---|
| Process money fields and currency | Splits the amount and the currency in the Total, Tax Total, and Tax Amount fields, and copies the currency into the Currency field if it has not been filled in. Checks that the sum of the Taxes and Tax Amount fields is equal to the value of the Total Tax field. If the values are not equal, displays an error message and suggests filling in the fields with their calculated values. If a value for the Total Tax field was not found, fills it in with its calculated value. Displays a warning message if the Total Tax field value is greater than 50% of the value in the Total field. Checks that the value of the Currency field is a known ISO currency. If the currency is not known or has not been extracted, suggests currency values for the supported countries. Currency descriptions and symbols are replaced with ISO codes. |
| Process Date | Normalizes the Date field value. Date ambiguities are resolved with the help of the Country value. |
| Process Taxes | Suggests a value for the Tax Amount field based on the Tax Rate and the net amount of the purchase, or the other way round. This is possible only if the net amount has been detected. Removes the % sign from the Tax Rate field and normalizes ambiguous values. |
Parameters
The Receipt and Receipt CJK skills have default skill parameters that you can use to modify field extraction. You may want to change the values of these parameters in Vantage or Advanced Designer for certain document processing scenarios (for example, if you are only processing documents from certain countries or if all your receipts have the same general expense type). For more information, see Skill parameters.| Parameter | Description |
|---|---|
| PredefinedCountries | A predefined list of countries that restricts automatic country detection for receipts. For the Receipt skill, the default value of this parameter is empty. You can specify desired countries by writing in their Alpha-2 ISO country codes separated by a semi-colon. For the Receipt CJK skill, the default value of this parameter is CN; HK; JP; KP; KR; MO; MY; PH; SG; TW. You can change this value by deleting any of the unnecessary country codes. The value of this parameter will primarily affect the extraction of data from the Country, Currency, Tax Total, and Taxes fields. |
| PredefinedExpenseType | A predefined list of expense types that restricts automatic expense type detection for receipts. By default, the value of this parameter is empty. You can specify the expense types that you actually intend to process separating them by a semi-colon. The possible values are: Airfare (receipts for booked flights), CarParking (receipts from parking meters), CarRental (receipts from car rental services), GasolineStation (receipts from gas stations), GeneralRetail (receipts from stores, supermarkets, etc.), Hotel (receipts from hotels), Restaurant (restaurant bills), TollRoad (toll receipts), Transport (receipts for public transportation fares), Other |