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Guides & Tutorials

Guides & Tutorials

Step-by-step guides to help you get the most out of Transez. Learn advanced features and common use cases.

Extracting Invoice Data

Learn how to extract invoice numbers, dates, amounts, and vendor information from PDF invoices.

  1. 1Upload your invoice PDF
  2. 2Use prompts like 'Extract invoice number, date, vendor name, line items, and total amount'
  3. 3Specify date format preferences (e.g., 'Format dates as YYYY-MM-DD')
  4. 4Review and download your structured Excel file

Processing Purchase Orders

Extract order details, product information, quantities, and shipping addresses from purchase orders.

  1. 1Upload purchase order documents
  2. 2Prompt: 'Extract order ID, product names, quantities, unit prices, and shipping address'
  3. 3Add custom columns for tracking numbers or special instructions
  4. 4Export to Excel for inventory management

Converting Quotes to Excel

Transform quote documents into structured spreadsheets with product details and pricing.

  1. 1Upload quote PDFs or images
  2. 2Specify: 'Extract quote number, product descriptions, quantities, unit prices, and totals'
  3. 3Include tax calculations and discount fields
  4. 4Generate Excel for comparison and analysis

Batch Processing Multiple Documents

Process multiple documents at once to save time and maintain consistency.

  1. 1Upload multiple files simultaneously
  2. 2Use the same extraction prompt for all documents
  3. 3Each document is processed individually
  4. 4Download separate Excel files or combine results

Custom Data Formatting

Learn how to specify custom formats for dates, numbers, currencies, and text fields.

  1. 1Specify date formats: 'Format dates as MM/DD/YYYY'
  2. 2Number formatting: 'Round amounts to 2 decimal places'
  3. 3Currency: 'Add currency symbol and format as currency'
  4. 4Text: 'Convert to uppercase' or 'Remove extra spaces'

Handling Complex Tables

Extract data from complex tables with merged cells, multiple headers, and nested structures.

  1. 1Upload documents with complex table structures
  2. 2Describe the table structure in your prompt
  3. 3Specify which rows/columns to extract
  4. 4Handle merged cells and multi-level headers

Need More Help?

Can't find what you're looking for? Check out our FAQ or contact our support team.

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