🧾 How to Tally Scanned Receipts! (Easy Walkthrough)

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🧾 How to Tally Scanned Receipts! (Easy Walkthrough)

Рет қаралды 8,687

Sean Dillman

Күн бұрын

Пікірлер: 40

@SteveLum Ай бұрын

Complex however quite impressive that you went through all of the time and trouble to create a solution. Your attention to detail incredible

@johntmcguigan 11 ай бұрын

I'm an old UNIX guy, so the DOS commands were fun... but an easier way to copy the filenames to Windows is: Step 1 Open Windows File Explorer. Step 2 Navigate to the folder that contains the files. Step 3 Select the Files. Step 4 Press Shift and Right Click. Step 5 Click on Copy as Path. Step 6 Open MS Word and Paste. Step 7 Find and Replace.

@ronaldlong8588 11 ай бұрын

I have watched Sean Dillman's videos for ScanSnap scanners and found them very informative. He is a true asset for the Fujistu products. I enjoy his relaxed presence.

@SeanDillman 11 ай бұрын

Thank you Ronald. I appreciate your feedback very much. 😊

@mbiganyigaekgotswe1826 Жыл бұрын

I like your presentation, i always watch them, they are educative

@SeanDillman Жыл бұрын

Thank you Mbiganyi. I really appreciate that and I'm glad that you think so. :-)

@melissablackburn941 Жыл бұрын

Excellent video answered several questions: YYYY-MM-DD format, bringing in an Excel spreadsheet, how to use the profile function efficiently.

@SeanDillman Жыл бұрын

Hi Melissa. Thank you so much. I appreciate that. I’m glad that you found my video to be helpful. 🙂👍

@soto8290 Жыл бұрын

😳🤯Great job!👏

@SeanDillman Жыл бұрын

Thanks Soto! 😊👍

@andytheuke Жыл бұрын

The older Scan Snap Receipts software for Mac ( pre Scansnap Home)( came with my ix500) used to take care of all of this… too bad they discontinued it…never understood why … it was great!

@SeanDillman Жыл бұрын

Yes indeed. It's difficult to understand sometimes why companies discontinue good solutions. What solution do you use now? 😊

@andytheuke Жыл бұрын

@@SeanDillman still searching....not many good options...open to suggestions

@SeanDillman Жыл бұрын

@@andytheuke I know that the higher-end business-class series of scanners have more advanced software for handling these kinds of jobs, including using different kinds of capture technology to pull information from documents, but these solutions are relatively expensive. For example, here is a video I made about the fi-8170: kzfaq.info/get/bejne/n9aUopl42ZyWqmQ.html.

@peterbadger6051 Жыл бұрын

Just came across this video, really informative and helpful, going to be putting this into practice

@SeanDillman Жыл бұрын

I'm glad to hear it Peter. In a few months I'll be releasing a second version of this video that shows an even easier way to do it. Stay tuned. 😊

@user-fn8cs9lv6w 7 ай бұрын

Great videos. You've inspired me to scan those receipots.

@SeanDillman 7 ай бұрын

That's awesome! I'm glad to hear it. The end of the year is the perfect time to do it. 😊👍

@russellward9474 Жыл бұрын

This process seems extremely convoluted (albeit well explained). Is this a required process for managing receipts versus simply scanning and exporting all receipt data to a CSV?

@SeanDillman Жыл бұрын

Hi Russel. You're right, and I appreciate you saying that you think it is well-explained. You are right. There is a .CSV way to do this. A colleague of mine at the company told me about this and I haven't had time to make a video to demonstrate the better way to do it. It is on my list of future videos to make. 😊

@sp276 10 ай бұрын

Seems if you use the Receipts profile to scan the receipts they are not searchable unless you run a character analysis using your PDF software. This is a definate bug as the other profiles create searchable documents. Very strange behavior as it somehow picks up the amount of the receipt and puts it in the name of the file. So if you scan 50 receipts you have to open each one and convert them to a searchable format.

@michellemadisonRE 7 ай бұрын

I have found this to be super frustrating also...why not have a receipt fully searchable?? Hopefully they update the software to allow that in the future.

@eddieconnors9359 Жыл бұрын

I wish the filtering capabilities from Manager would have been retained in the newer Home version

@SeanDillman Жыл бұрын

Hi Eddie. That's fair. A friend and colleague of mine who works with ScanSnap sent me an email showing an even better way to tally receipts using ScanSnap Home. I'll be making and posting a video showing his technique soon. =)

@dnewman6 Жыл бұрын

I never even knew anything like this even existed. Does this know automatically that this is a receipt or do you have to use software before scanning to say I’m about to scan a receipt.

@SeanDillman Жыл бұрын

Hi Danny. Yeah. It's pretty great. The scanner can automatically detect that it is a receipt depending on the scan profile. The software is called ScanSnap Home. I show it in a few of my videos, reviews of the iX1300 and iX1600 as well as Q&A videos. :-)

@janetbelles8621 Жыл бұрын

Great videos! I have a question can the Fujitsu ScanSnap iX1600 scan right to Excell? Or do I need to go through all those steps to get a pdf then to Excell?

@SeanDillman Жыл бұрын

Hi Janet. The ScanSnap can scan directly to a .CSV file which can indeed be opened directly in Excel. A colleague of mine recently gave me instructions on how to do this and I will be making a video on how to do this soon. 😊

@cameronmuhic5735 6 ай бұрын

I'm looking for a way to scan receipts that itemize my purchases and then be able to detail what I spent for what individual items (like a series of grocery receipts and pick out the number of times and amounts I bought a particular item like bananas or oatmeal, etc.). Would I be able to do that with one of your mentioned scanners or software? I watched the videos on long receipts and Tally receipts and neither one seemed to do what I'd like to be able to do. Thanks!

@emb2454 5 ай бұрын

I'm looking for this, too. Honestly, at this point, I feel like I've spent more time researching scanners and software than it'd take me to do by hand! The NeatDesk scanner seems like it's the most advanced, but it's insanely expensive - just to use their scanner, you have to buy the software and it costs $200. per year - that's every year forever, or your scanner won't work. :(

@1997cenafan Жыл бұрын

Hey, nice video! I have one question - have you ever tried scanning some receipts from abroad in this software? I'm from Europe and I wonder if the sum/date will be picked up by the software correctly? Thanks!

@SeanDillman Жыл бұрын

Hi Marek. Thanks very much for the compliment. That’s a great question. Yes indeed. I have tried receipts from Europe, and it works. I was in Italy about 3 months ago. Within the ScanSnap Home settings, if you click the round button for “Edit Profiles” and then click “Receipts” and then click “Detailed Settings” and then click “Title”, there is a dropdown box called “Location/Region of Receipt (Language)”. The included languages are Australia (English), Canada (English), Canada (French), France (French), Germany (German), Italy (Italian), Brazil (Portuguese), Russia (Russian), Singapore (English), Spain (Spanish), UK (English), and US (English). Ideally, by selecting the correct location/region/language, the scanner will pick up the information correctly. I tested it with my Italian receipts, and it worked just fine. Lots of pasta and coffee!😅🍕☕🧾👍

@jamesharris9594 6 ай бұрын

here is my question can it organize receipts by date

@SeanDillman 6 ай бұрын

Hi James. You bet. It can auto-detect the date on receipts and you can select where you want it to appear in the file name. It will be organized by date in the ScanSnap Home software, and if you put the date as the first entry in the file name, it will be sorted by date in your operating system navigator too. 😊👍

@jamesharris9594 6 ай бұрын

thank you for your reply @@SeanDillman

@rogerl8488 Жыл бұрын

I have a epson 50 scanner to save receipts looking something to total up my receipts can this help me?

@SeanDillman Жыл бұрын

Hi Roger. This video is specific to ScanSnap scanners so I'm not sure if it will work for an Epson scanner, likely not. Are you using a Epson WorkForce ES-50? If so, how do you like it?

@rogerl8488 Жыл бұрын

@SeanDillman I really like it! Wish it would total. If someone came up with that or has that, let me know

@SeanDillman Жыл бұрын

Hi @@rogerl8488. Well that's wonderful. I may need to review some Epson scanners in the future. More and more people have been contacting me recently telling me that they have gone with Epson scanners. 😊