The video above gives an overview of how to create data extraction rules.
The app will extract the text from invoices and receipts.
You can then create rules based on the invoice text like: If the invoice text contains the text "[email protected]" then set the contact to "My Coffee". The text in the rule condition should be unique like a contact name, phone number, account number, email address or business number.
In a rule you can set default values for accounts and tax rates. You can also define advanced rules that tell where certain fields are located on an invoice.
What's next? Find out how you can fine-tune your rules or capture arbitrary information from an invoice.