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Creating a new batch

Creating a new batch without a profile

You need to create a new batch to begin importing receipts or documents. Click Scan on the start page and select an import profile if necessary.

A new batch is created. You will see the details of the batch and can use it for further processing.

Creating a new batch with a profile

You can create a batch using an import profile.

This is how you assign an import profile for automatically creating batches:

  1. Select an import profile under Import profile. A new batch is automatically created with the selected import profile.

  2. Click on the plus symbol to create a new batch with the selected import profile.