
Separating Invoices from the main que to OCR
Learn the best practices for organizing invoices by vendor and date, using OCR technology, and handling duplicates effectively.
In this guide, we'll learn how to efficiently organize invoices by vendor and date. This process involves sorting invoices from oldest to newest, using tools like the splitter button and space bar to separate them for OCR processing. Additionally, we'll address how to handle specific invoices, such as those from the service company, by deleting duplicates. This method ensures a streamlined and accurate invoice management system. We only want to put the current accounting periods invoices into OCR, which are dated from the 26th of the prior month to the 25th of the current month. A few vendors bill for the full month, but we will cover that later.
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Sort invoices by batch, from oldest to newest.


We want to organize invoices first by vendor and then by date. When you see similar invoices starting from 3/28, arrange them from oldest to newest. Press the splitter button and use the space bar to separate invoices.



These will go to OCR.


Once they are all separated, click Split.




Single Invoices that do not need to be split.

