Finding elements from the multiple PDFs and perform activities depending upon elements

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1

Hello, I have 4 types of invoices which were issued by 4 companies. All four invoices are different in nature i.e Invoice number, date , value etc. I would like to automate the extraction/ scarping of the invoice details and paste to the excel file with defined lables. I am able to open the invoice copies one by one which is saved in particular folder and it is identifying the company name however I am stuck in putting it in a proper workflow to identify the rest 3 company invoices.
Due to confidence data,I am not authorized to publish the data.

2

You should use different scrapping methods for each invoice type and then choose one by searching for some unique objects on the invoices. For example, company name. You can build a flowchart, which has one sequence defining what invoice type is it and then based on output of that sequence, choose a proper scrapping method.

3

If that is the case, you may want to use Anchors
Since it is an invoicing module, you may want to explore ABBYY FlexiCapture for Invoices. It has a machine learning capability and it will learn overtime where to locate the information you needed.

Thanks and regards.
Despi

4

Thanks for the suggestion @ Mariusz

5

Hi Jan, Thanks for the suggestion however I am not able to find it in the OCR categories. Hence, I am using the Anchor based technique. However, I am not able to get the desired results.

1 Like
6

Are those scanned invoices?

7

If it is not a scanned invoice, you may refer to this one: Data extraction from table - #11 by Jan_Brian_Despi
This is the invoice sample: companyAInvoice.pdf (40.7 KB)
Then you can add If statements on other invoice formats

8

Thanks Jan…for the quick reply. Let me check your solution.

9

Sure! No problem :slight_smile:

10

Hi Jan, As this is my first project on UiPath, its kind of confusing to me. I am able to get the company name through “Screen scrapping” tool and get it to the message box. However, I am unable to put it through a “loop/if condition” to get the correct company for the next activity. I am attaching the file for reference. Would be great if you give any pointers to get this correct.Main.xaml (35.1 KB)

11

Have you tried the solution that i gave?

12

Hi Jan, Thanks for reverting. I tried on the PDF (which you provided) to extract the details and I am able to get the invoice date, number etc however while doing the same activities on my PDFs, I am getting Blank message.

13

Yes. The code needs to be edited depending on the Invoice template you have.

2 Likes
14

Thanks…this works :slight_smile:
Please close

15

Please mark my answer as the solution. Thank you

1 Like
16

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