User Manual & Operational Guide
Complete step-by-step instructions for intelligent document scanning, auditing, and digital accounting management.
Table of Contents
Experience the smart mobile camera with live green quad boundary detection.
Scan New InvoicePlatform Overview & End-to-End Workflow
InvScanner automates optical text extraction from invoices, receipts, and tax documents using advanced computer vision and artificial intelligence.
Step-by-Step Instructions
11. Capture or Upload
Use the smart mobile camera to capture paper receipts with auto-edge detection, or upload multi-page PDF documents from desktop.
22. Intelligent AI Data Extraction
The Pulse AI Engine reads vendor details, customer information, tax IDs, invoice dates, individual line items, and VAT 7% automatically.
33. Verification & Digital Stamping
Review extracted data on the interactive ledger, make adjustments if needed, and apply the Official Verification Stamp.
44. Accounting & Audit Export
Export consolidated tax records to professional Excel reports or download stamped PDF archives at any time.
Best Practices & Helpful Tips
- Ensure documents are legible before scanning.
- Keep documents stored in the encrypted cloud ledger for audit compliance.
- Check line item totals against physical receipts during the review step.
Smart Mobile Camera & Auto-Boundary Detection
The mobile camera scanner features real-time edge detection and perspective warping to deliver flatbed-scanner quality right from your smartphone.
Step-by-Step Instructions
11. Open Smart Camera
From the Scan page, tap 'Open Smart Camera (Auto Edge)'. The app opens a fullscreen 1080p viewfinder.
22. Real-Time Green Boundary Tracking
Point your camera at the paper receipt. A glowing green quadrilateral frame will automatically latch onto the paper edges in real-time.
33. Auto-Shutter Capture
Hold the camera steady for ~1.2 seconds. The camera will automatically beep, vibrate with haptic feedback, and snap the photo.
44. 4-Corner Perspective Adjustment
After snapping, drag the 4 corner pins with your finger to fine-tune boundaries if the paper was slightly folded.
55. Crop & Scan PDF
Tap 'Crop & Scan PDF'. The system flattens perspective distortions, straightens the document, generates a crisp PDF, and begins AI extraction.
Best Practices & Helpful Tips
- Always smooth out folded or creased receipts before scanning.
- Avoid direct overhead glare on glossy thermal paper.
- Hold the phone parallel to the paper for the clearest text resolution.
Desktop PDF Document Upload
Easily process multi-page tax invoices and vendor billings generated from electronic billing software or flatbed scanners.
Step-by-Step Instructions
11. Select or Drag File
Drag any PDF invoice directly into the upload dropzone, or click 'Choose PDF File' to browse files on your computer.
22. Automatic Processing
The document is securely transferred to the Encrypted Document Vault and parsed by the Pulse AI Engine.
33. Direct Handoff to Review
Once parsing completes, you are automatically redirected to the interactive Review and Verification screen.
Best Practices & Helpful Tips
- For multi-page invoices, ensure all pages are bundled into a single PDF file.
- Maximum recommended file size is 25 MB per document.
Review, Line Items & Verification
Ensure 100% accounting accuracy by reviewing extracted fields side-by-side with the original document.
Step-by-Step Instructions
11. Verify Vendor & Customer Profiles
Inspect vendor name, branch, address, and 13-digit Thai Tax ID. Check customer billing information.
22. Inspect Line Items & Tax Calculation
Review individual item descriptions, quantities, unit prices, and line totals. The system automatically verifies VAT 7% math.
33. Goods Receipt (GR) Records
Optionally record receiving warehouse location, inspector staff name, and physical inspection status.
Best Practices & Helpful Tips
- Confirm that the pre-tax total plus 7% VAT matches the final grand total exactly.
- Verify the invoice date format follows Thai business standards.
Official Digital Verification Stamp & Vault
Permanently affix an official accounting verification stamp to the original document for audit compliance.
Step-by-Step Instructions
11. Apply Verification Stamp
Click 'Save, Stamp & Confirm' on the review screen. The system generates an official audit stamp with date, tracking code, and digital verification seal.
22. Encrypted Document Vault Storage
Both the original scan and the stamped audit PDF are preserved in the encrypted cloud repository.
33. Download Stamped Document
A green download button appears instantly, allowing you to save or print the verified document.
Best Practices & Helpful Tips
- Stamped PDFs serve as immutable audit trail records for corporate compliance.
- Always verify numbers prior to applying the permanent verification stamp.
Accounting Reports & Excel Export
Generate consolidated business reports formatted for corporate finance and Thai tax reporting.
Step-by-Step Instructions
11. Export Consolidated Ledger
Click 'Export Excel' from the main dashboard to download all verified transactions.
22. Dual-Sheet Architecture
The exported workbook features a Summary Sheet with monthly KPI totals and an Item Breakdown Sheet detailing all line items.
33. Thai Baht & Tax Formatting
All figures are formatted with standard Thai Baht currency symbols (฿), commas, and 2-decimal precision.
Best Practices & Helpful Tips
- Export Excel ledgers monthly for seamless filing with your accounting software.
- Filter by 'Verified Only' on the dashboard if you only want audited transactions.
Troubleshooting & Frequently Asked Questions
Quick solutions to common document scanning and verification scenarios.
Step-by-Step Instructions
1Low contrast on white desks
If camera auto-edge detection doesn't trigger on white paper over white tables, place a dark folder, mousepad, or notebook underneath.
2Faded thermal receipts
For old supermarket or gas station thermal receipts, turn on the Torch flashlight and hold the camera closer to the paper.
3Language Switching
Use the [ 🇬🇧 EN | 🇹🇠TH ] toggle at the top right of the navigation bar to switch between English and Thai at any time.
Best Practices & Helpful Tips
- Ensure camera lens is clean before capturing.
- Check browser permissions if camera viewfinder appears blank.