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Invoice & Receipts Template

Organize financial documents with vendor and amount information.

Template Pattern​

Finance/{year}/{category}_{date}_{vendor}_{amount}

Example Results​

OriginalRenamed
receipt.pdfFinance/2024/receipt_2024-01-15_amazon_49.99.pdf
inv_12345.pdfFinance/2024/invoice_2024-01-20_acme-corp_1500.00.pdf
scan.jpgFinance/2024/receipt_2024-02-01_starbucks_8.50.jpg

Extracted Information​

AI automatically extracts:

  • Date - Invoice/receipt date
  • Vendor - Company or merchant name
  • Amount - Total amount
  • Category - Invoice, receipt, statement
  • Invoice number - Reference numbers

Configuration​

Amount Formatting​

OptionExample
With decimals49.99
Rounded50
With currencyUSD_49.99

Vendor Name Cleaning​

  • Remove special characters
  • Convert to lowercase
  • Replace spaces with hyphens

Best For​

  • Expense tracking
  • Tax preparation
  • Business accounting
  • Personal finance

Tips​

  • Enable OCR for scanned receipts
  • Review amounts for accuracy
  • Use consistent vendor naming