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Export invoices to Excel (invoice data extraction)

SmartFiles extracts invoice number, date, seller and buyer details, tax ID or personal ID number, base amount, VAT, and total. e-Invoice and e-Archive XML files are read directly; PDF invoices, scanned documents, and receipt photos are read using AI. All invoices in a folder are collected into a single table and downloaded as a CSV file to be opened in Excel. Details: AI document analysis.

  • User
  • Read permission in the area; AI permission for documents other than XML

What is exporting invoices to Excel (invoice data extraction)?

SmartFiles extracts invoice numbers, dates, seller and buyer names, tax ID or personal ID number, base amount, VAT, and total. Who can do this: User; Read permission in the Area; AI permission for documents other than XML. In the downloaded table, each invoice is one row: document, folder, type, document no., date, seller, seller Tax ID/Personal ID, buyer, buyer Tax ID/Personal ID, base amount, VAT, total, currency, and source of information.

Steps

  1. Select the folder containing invoices; in the detail panel, click Invoice list (Excel).

  2. If invoices in subfolders are also required, keep Including subfolders checked 1.

  3. If there are unread documents, click Read unread … documents (the button shows the number of documents); reading continues in the background, and the table fills automatically.

  4. Click Download CSV (Excel) 2.

Invoice list window: invoices in the folder with date, vendor, document number and total
  1. 1Invoices in subfolders are also listed
  2. 2Downloads the table in a format that can be opened in Excel
With demo data.
TypeWhat it provides
e-Invoice / e-Archive XMLRead from fields in the document without using AI
PDF, scanned document, receipt photoRead from the document text using AI
In one goUp to 200 documents are read
"Result In the downloaded table, each invoice is one row: document, folder, type, document no, date, seller, seller VAT/TCKN, buyer, buyer VAT/TCKN, base amount, VAT, total, currency, and source of information.
"Note Check amounts read by AI against accounting records before recording. Documents that are not invoices, receipts, or vouchers are not added to the table.
"Tip You can view details of a single document in the INVOICE DETAILS section of the detail panel, and correct any fields misread by AI using Correct; corrections also reflect in the table.

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