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Epson ES-865, User Manual

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Epson ES-865 User Manual Download Page 86

86

Parent topic:

Scanning Invoices and Receipts and Using Invoice/Receipt Manager

Selecting Invoice/Receipt Manager Settings

After starting Invoice/Receipt Manager, you can export or import the database and change various
settings.

Exporting or Importing the Invoice/Receipt Database
Changing Column Settings
Changing Currency and Language Settings
Importing Categories from QuickBooks or Quicken

Parent topic:

Scanning

Exporting or Importing the Invoice/Receipt Database

You can export or import the invoice/receipt database. This is useful if you change computers.

Note:

Make sure each computer has the same version of Epson ScanSmart installed.

1.

Click the

Settings

button in Invoice/Receipt Manager.

You see a screen like this:

Summary of Contents for ES-865

Page 1: ...ES 865 User s Guide ...

Page 2: ......

Page 3: ...ceable Epson Scanner Parts 19 Using Power Saving Settings 20 Changing the Sleep Timer Settings 20 Changing the Power Off Timer Settings 21 Loading Originals 23 Loading Originals in the Input Tray 23 Loading Multiple Sizes of Originals in the Input Tray 31 Original Document Specifications 33 Loading Plastic and Laminated Cards in the Input Tray 36 Plastic and Laminated Card Specifications 39 Loadin...

Page 4: ...ceipts to QuickBooks Desktop 82 Saving or Exporting Receipts to Quicken 83 Saving Receipt Data as a TurboTax File 84 Saving Invoice or Receipt Data as a CSV File 85 Scanning Invoices or Receipts as an Image File 85 Selecting Invoice Receipt Manager Settings 86 Exporting or Importing the Invoice Receipt Database 86 Changing Column Settings 87 Changing Currency and Language Settings 88 Importing Cat...

Page 5: ... Jams in Scanner 132 Scanning is Slow 135 Solving Scanned Image Quality Problems 135 Back of Original Image Appears in Scanned Image 136 Scanned Characters are Blurry 136 Characters are Not Recognized During Conversion to Editable Text OCR 136 Ripple Patterns Appear in an Image 137 Spots or Lines Appear in All Scanned Images 138 Scanned Image is Cropped 138 Solving Flatbed Scanner Dock Problems 13...

Page 6: ...bed Scanner Dock Specifications 147 Safety and Approvals Specifications 147 Notices 149 Important Safety Instructions 149 Restrictions on Copying 151 Default Delay Times for Power Management for Epson Products 152 Binding Arbitration and Class Waiver 152 Trademarks 155 Copyright Notice 156 libTIFF Software Acknowledgment 156 A Note Concerning Responsible Use of Copyrighted Materials 157 Copyright ...

Page 7: ...7 ES 865 User s Guide Welcome to the ES 865 User s Guide For a printable PDF copy of this guide click here ...

Page 8: ... Control Panel See these sections to learn about the control panel and select control panel settings Control Panel Buttons and Lights Adjusting the Screen Brightness Changing LCD Screen Language Changing Regular Cleaning Alert Settings Parent topic Scanner Basics Control Panel Buttons and Lights 1 power button and the power light 2 home button 3 LCD screen 4 help button ...

Page 9: ...rol Status Icon Information Parent topic Using the Control Panel The LCD Screen 1 Home screen indicator 2 Double Feed Detection Skip DFDS is enabled blue or disabled Select the DFDS Function option in the Scanner Settings menu to change the setting 3 Slow mode is enabled blue or disabled Select the Slow option in the Scanner Settings menu to change the setting ...

Page 10: ...ons You can view animations on the LCD screen to help guide you with a procedure or to troubleshoot a problem 1 Press the help button to display the Help screen You see a screen like this 2 Select Troubleshooting if you are experiencing a problem or How To to view instructions on common procedures 3 Select a topic from the list of available topics and follow the on screen instructions ...

Page 11: ...s 4 Press the right arrow button to view the next step Parent topic Control Panel Buttons and Lights Setting User Access Restrictions Access Control You can restrict user access for the following control panel settings to prevent unauthorized use of the product Number of Scans After Replacing Roller Number of Scans After Regular Cleaning Paper Protection Detect Glass Dirt Ultrasonic Double Feed De...

Page 12: ...trict User Access 5 Select On and press the OK button You see a screen like this 6 Press and hold the up and down arrow buttons simultaneously You return to the Settings screen 7 Press the OK button to confirm that access restriction is enabled To disable access restriction select Settings System Administration and press the OK button When you see the Restrict User Access is enabled screen press a...

Page 13: ...p DFDS is enabled Double feed detection is skipped once during scanning Double Feed Detection Skip DFDS is disabled Displays additional information or instructions There is a problem with the indicated setting See the Device Information menu to resolve the problem Parent topic Control Panel Buttons and Lights Adjusting the Screen Brightness You can adjust the brightness of the LCD screen 1 Press t...

Page 14: ...e OK button to exit Parent topic Using the Control Panel Changing LCD Screen Language You can change the language used on the LCD screen Note This setting can be locked by an administrator If you cannot access or change this setting contact your administrator for assistance 1 Press the home button if necessary 2 Use the arrow buttons to select Settings and press the OK button ...

Page 15: ...Changing Regular Cleaning Alert Settings You can set an alert to appear to remind you to perform regular cleaning after a certain number of scans Note This setting can be locked by an administrator If you cannot access or change this setting contact your administrator for assistance 1 Press the home button if necessary 2 Use the arrow buttons to select Settings and press the OK button ...

Page 16: ...cation when it is time to clean inside the scanner On the Count Alert Setting screen use the arrow buttons to change the number of scans before the notification appears 5 Press the OK button to exit Parent topic Using the Control Panel Scanner Parts Locations See these sections to identify the parts on your scanner Scanner Parts User Replaceable Epson Scanner Parts Parent topic Scanner Basics ...

Page 17: ...17 Scanner Parts 1 Control panel 2 Edge guides 3 Input tray 4 Input tray extension 5 ADF Automatic Document Feeder 6 Output tray 7 Output tray extensions ...

Page 18: ...18 8 Stopper 1 Kensington security slot 2 USB port 3 Power inlet 1 Cover open lever 2 Scanner cover ...

Page 19: ...ccessories at epson com U S sales epson ca Canadian sales or epson com jm Caribbean sales You can also purchase accessories from an Epson authorized reseller To find the nearest one call 800 GO EPSON 800 463 7766 in the U S or 800 807 7766 in Canada Part Part number Carrier sheet B12B819051 Roller assembly kit B12B819031 Cleaning kit B12B819291 Flatbed scanner dock Windows only B12B819011 ...

Page 20: ... the time period shorter to save energy and resources Changing the Sleep Timer Settings Changing the Power Off Timer Settings Parent topic Scanner Basics Changing the Sleep Timer Settings You can adjust the time period before your product enters sleep mode and turns off the LCD screen Note This setting can be locked by an administrator If you cannot access or change this setting contact your admin...

Page 21: ...us or next character 5 Press the OK button to exit Parent topic Using Power Saving Settings Changing the Power Off Timer Settings You can have the product turn off automatically if it is not used for a specified period of time Note This setting can be locked by an administrator If you cannot access or change this setting contact your administrator for assistance 1 Press the home button if necessar...

Page 22: ...ke this 3 Use the arrow buttons to select Power Off Timer and press the OK button 4 Select Off or select a time period between 30minutes and 12h 12 hours 5 Press the OK button to exit Parent topic Using Power Saving Settings ...

Page 23: ...e document specifications in the input tray Caution Do not load photos or valuable original documents or artwork directly into the input tray This may wrinkle or damage the original Load these originals using an optional carrier sheet The steps below describe loading originals of the same size To load originals of multiple sizes at once see the link at the end of these steps 1 Pull up the input tr...

Page 24: ...ut the input or output tray extensions and do not open the stopper 3 Slide the input tray edge guides all the way out 4 If you are loading a multi page original fan your stack of originals Note If you are loading an original that is 15 5 inches 393 8 mm or longer load only one sheet at a time ...

Page 25: ...25 5 Stack the originals with the printed side facing down and slide the stack so the leading edge is at an angle as shown ...

Page 26: ...nted side down and top edge first and guide them in until they meet resistance If you are loading paper business cards load up to 30 cards printed side down and long edge first into the input tray horizontally and slide them in until they meet resistance ...

Page 27: ...27 ...

Page 28: ...28 If you are loading hole punched originals load them with the holes facing down or to the side as shown The holes must be within 1 2 inches 30 mm of the edge of the originals ...

Page 29: ...re scanning originals that are 15 5 inches 393 8 mm or longer support the original as it enters into and ejects from the scanner as shown and use the following resolutions 15 5 to 53 inches 393 8 to 1346 2 mm 600 dpi or less 53 to 215 inches 1346 3 to 5461 mm 300 dpi or less ...

Page 30: ...originals to eject freely onto the surface below the scanner If the scanned images are affected by the originals ejecting below the scanner try placing the scanner on the edge of a table where the ejected originals can drop freely If scanning thin or wrinkled paper causes paper jams slow down the feeding speed by selecting Settings Scanner Settings Slow On on the LCD screen Loading Multiple Sizes ...

Page 31: ...l document specifications Caution Do not load photos or valuable original documents or artwork directly into the input tray This may wrinkle or damage the original Load these originals using an optional carrier sheet 1 Pull up the input tray extension 2 Pull out the output tray and its extension and open the stopper Note If you are loading originals that are 15 5 inches 393 8 mm or longer do not p...

Page 32: ...ginals in the center of the input tray in descending order of paper size with the widest at the back and the narrowest at the front Slide them in until they meet resistance Make sure the printed sides are facedown and the top edges are slightly angled in the input tray ...

Page 33: ...es are affected by the originals ejecting below the scanner try placing the scanner on the edge of a table where the ejected originals can drop freely If scanning thin or wrinkled paper causes paper jams slow down the feeding speed by selecting Settings Scanner Settings Slow On on the LCD screen You can also scan originals of multiple sizes by loading them one by one using the Automatic Feeding Mo...

Page 34: ...g m 50 sheets 56 lb 209 g m 38 sheets 68 lb 256 g m 30 sheets 110 lb 413 g m 18 sheets Loading capacity may vary depending on the paper type A4 8 3 11 7 inches 210 297 mm A5 5 8 8 2 inches 148 210 mm A6 4 1 5 8 inches 105 148 mm B5 7 2 10 1 inches 182 257 mm B6 5 7 2 inches 128 182 mm A8 2 1 2 9 inches 52 74 mm 34 to 110 lb 127 to 413 g m Width 2 0 to 8 5 inches 50 8 to 215 9 mm Height 15 5 to 240...

Page 35: ...s Loading capacity may vary depending on the paper type Paper business cards Business cards Up to 56 lb 210 g m 30 cards loaded horizontally Note You can load originals of different sizes paper types and thicknesses up to this size Letter 8 5 11 inches 216 279 mm Caution Do not load the following types of originals directly in the scanner or they may be damaged or may damage the scanner Thermal pa...

Page 36: ...rbon less paper Perforated originals Originals with labels stickers or glue Fabric or other non paper originals Parent topic Loading Originals in the Input Tray Loading Plastic and Laminated Cards in the Input Tray You can load plastic and laminated cards that meet the card specifications in the input tray 1 Pull out the output tray and open the stopper Do not pull out the extensions ...

Page 37: ...7 2 Slide the input tray edge guides all the way out 3 Load plastic or laminated cards printed side down and long edge first into the input tray horizontally and slide them in until they meet resistance ...

Page 38: ...38 Note Do not load plastic cards vertically 4 Slide the edge guides against the edges of the card ...

Page 39: ...ns Parent topic Loading Originals Related references Plastic and Laminated Card Specifications Related topics Scanning Plastic and Laminated Card Specifications You can load original plastic and laminated cards that meet these specifications in your scanner Paper type Paper size Paper thickness Loading capacity Plastic cards embossed ISO7810 ID 1 compliant 2 1 3 3 inches 54 85 6 mm 0 05 inch 1 24 ...

Page 40: ...envelopes Make sure the originals meet the specifications for special originals before loading them 1 Pull up the input tray extension 2 Pull out the output tray and its extension and open the stopper Note If you are loading originals that are 15 5 inches 393 8 mm or longer do not pull out the input or output tray extensions and do not open the stopper ...

Page 41: ...41 3 Slide the input tray edge guides all the way out ...

Page 42: ...il they meet resistance Skip to step 7 5 Do one of the following to load photos or folded or irregularly shaped originals using a carrier sheet Note Use only the carrier sheet designed for your scanner The carrier sheet is automatically recognized by the scanner by the two small rectangular holes on the front edge as shown Keep the ...

Page 43: ... sure the illustration on the front edge of the carrier sheet is facing up To scan both sides and stitch them together set the appropriate setting in Epson Scan 2 For a photo or an irregularly shaped original load it in the center of an optional carrier sheet with the printed side face down Make sure the illustration on the front edge of the carrier sheet is facing up If you are loading originals ...

Page 44: ...44 edge of the original against the binding of the carrier sheet as shown Otherwise the scanner may not detect the correct length of the original ...

Page 45: ...45 6 Load the carrier sheet in the input tray as shown until it meets resistance Folded original ...

Page 46: ...46 Photo or irregularly shaped original 7 Slide the edge guides against the edges of the envelope or carrier sheet ...

Page 47: ...es not eject properly or falls from the output tray push in the output tray and allow the originals to eject freely onto the surface below the scanner If the scanned images are affected by the originals ejecting below the scanner try placing the scanner on the edge of a table where the ejected originals can drop freely Special Original Specifications Parent topic Loading Originals Related referenc...

Page 48: ... folded in half 0 012 inch 0 3 mm maximum excluding the thickness of the carrier sheet 10 carrier sheets Photos load only in a carrier sheet Up to this size A4 8 3 11 7 inches 210 297 mm 0 012 inch 0 3 mm maximum excluding the thickness of the carrier sheet 10 carrier sheets Envelopes 4 49 6 38 inches 114 162 mm 4 33 8 66 inches 110 220 mm 0 015 inch 0 38 mm maximum 10 envelopes Irregularly shaped...

Page 49: ...es by country 1 Load your original into the scanner 2 Start the scan by doing one of the following Press the start button on the scanner Epson ScanSmart automatically opens on your computer and the scan job begins The default is double sided scanning Note You can change the scanning button default in the Settings menu Open Epson ScanSmart on your computer Do one of the following Windows 10 Click E...

Page 50: ...50 You see a screen like this 3 Select a scan option The scan job begins and your original feeds through the scanner When scanning is complete you see a screen like this ...

Page 51: ...tch Images to combine two selected images into one image If you scanned double sided select On or Off for Include back sides if you want to keep or discard the back sides of scanned images 5 When you are finished reviewing the scanned images click Next You see a screen like this 6 Select an option to save send or print the scanned images See the links below Saving a Scan Attaching a Scan to Email ...

Page 52: ...e scanned and reviewed See the link below 2 In the Select Action window click Save You see a screen like this 3 Change the settings as follows The document type and scan date for the file name are automatically detected You can change them as necessary You can save the scanned image in a variety of formats If you select Searchable PDF as the File type setting you can select the OCR Optical Charact...

Page 53: ...s such as Gmail are not supported If you do not have a supported email program you see an error message 1 Make sure your originals are scanned and reviewed See the link below 2 In the Select Action window click Attach to Email You see a screen like this 3 Change the settings as follows The document type and scan date for the file name are automatically detected You can change them as necessary You...

Page 54: ...g a Scan to a Cloud Service You can upload scanned images to a cloud service 1 Make sure your originals are scanned and reviewed See the link below 2 In the Select Action window click one of the cloud service send options You see a screen like this 3 Log in to your account Note You may need to allow Epson ScanSmart access to your account The first time you log in you may be prompted to enter an au...

Page 55: ...our computer click the checkbox 5 Click Send Parent topic Scanning a Document in Epson ScanSmart Printing a Scan You can print your scanned image and save the scanned file to your computer Note Printing scanned images is available only with Epson printers 1 Make sure your originals are scanned and reviewed See the link below 2 In the Select Action window click Print You see a screen like this 3 Ch...

Page 56: ...le 4 Click Print Parent topic Scanning a Document in Epson ScanSmart Saving a Scan as a Microsoft Office Format File You can save your scans in one of the following editable Microsoft Office file formats Microsoft Word docx Microsoft Excel xlsx or Microsoft PowerPoint pptx Note The Save to PowerPoint option is only available for Windows 1 Make sure your originals are scanned and reviewed See the l...

Page 57: ...ick Save Parent topic Scanning a Document in Epson ScanSmart Selecting Epson ScanSmart Settings After starting Epson ScanSmart you can change various scanning settings Changing the Scanner Changing the Scan Settings Changing the File Name Settings Changing the Save Settings Save Settings Customizing Action Icons Parent topic Scanning Changing the Scanner If you are using more than one scanner you ...

Page 58: ...58 1 On the main Epson ScanSmart screen click Change You see a screen like this ...

Page 59: ...k OK Parent topic Selecting Epson ScanSmart Settings Changing the Scan Settings You can change detailed scan settings such as the resolution document size and more 1 Click the Settings button You see a screen like this 2 On the Scanner Settings tab click Scan Settings ...

Page 60: ...60 You see a screen like this 3 Change the settings as necessary and click Save Parent topic Selecting Epson ScanSmart Settings ...

Page 61: ...61 Changing the File Name Settings You can change the default file naming method for your scans 1 Click the Settings button You see a screen like this 2 Click the File Name Settings tab ...

Page 62: ...ct the subject and date and add them to the file name You can enter a default file name that will be used if OCR cannot detect the subject Select the OCR language Select the date format 4 Click Close Parent topic Selecting Epson ScanSmart Settings Changing the Save Settings You can change the file type options for saving your scans 1 Click the Settings button ...

Page 63: ...63 You see a screen like this 2 Click the Save Settings tab ...

Page 64: ...ge the settings as necessary Note If you want the folder to open after the file is saved click the checkbox 4 Click Close Parent topic Selecting Epson ScanSmart Settings Save Settings You can change the settings for how scanned images are saved as PDFs or JPEGs PDF Options ...

Page 65: ...JPEG Options Setting Options Description Image Quality Options Sets a compression level by moving a slider or entering a value File size increases when high resolution is selected Encoding Windows only Standard Images load from top to bottom in a web browser It takes longer to load the entire image Progressive Images first load completely at low resolution and then adjust to high resolution in a w...

Page 66: ...er quality Embed ICC Profile Windows only Allows you to add ICC profiles to the image Parent topic Selecting Epson ScanSmart Settings Customizing Action Icons You can customize how the scan action icons are displayed on the Select Action screen Note You can also customize them by clicking the Customize icon on the Select Action screen 1 Click the Settings button ...

Page 67: ...67 You see a screen like this 2 Click the Customize Actions tab ...

Page 68: ...opic Selecting Epson ScanSmart Settings Scanning Using Invoice Receipt Manager See these sections to activate Invoice Receipt Manager software and start scanning invoices and receipts Starting a Free Trial Activating Invoice Receipt Manager Scanning Invoices and Receipts and Using Invoice Receipt Manager Parent topic Scanning Related references Characters are Not Recognized During Conversion to Ed...

Page 69: ...ing a Free Trial You can start a 30 day free trial of Invoice Receipt Manager 1 Do one of the following to start your free trial Click the Manage Invoices Receipts trial icon on the main Epson ScanSmart screen ...

Page 70: ...70 Click the Manage Invoices Receipts trial icon on the Select Action screen ...

Page 71: ...ser Complete the checkout process and make sure you enter a valid email address where the license key will be sent to you When you receive the license key click Enter License Key and enter it on the screen that appears then click Activate You can also click the link below for instructions on activating Invoice Receipt Manager from the Settings menu ...

Page 72: ...72 3 Make sure the scanner and serial number listed match your product and click OK 4 Invoice Receipt Manager opens and you can begin using its features ...

Page 73: ... Invoice Receipt Manager Trial Icons Parent topic Scanning Using Invoice Receipt Manager Hiding the Invoice Receipt Manager Trial Icons You can hide the Invoice Receipt Manager trial icons from the Epson ScanSmart screens 1 Click the Settings button in Epson ScanSmart You see a screen like this 2 Click the Other Settings tab ...

Page 74: ...also hide or display the trial icon from the Select Action screen on the Customize Actions tab 4 Click Close Parent topic Starting a Free Trial Activating Invoice Receipt Manager You can purchase a license key to activate Invoice Receipt Manager An internet connection is required Note The license key can only activate one scanner 1 Click the Settings button in Epson ScanSmart ...

Page 75: ...75 You see a screen like this 2 Click the License Management tab ...

Page 76: ...e License Key The Epson product page opens in your web browser where you can purchase the license key If you already have a license key go to step 4 4 Make sure the scanner you want to activate the license key for is displayed at the top of the screen 5 Click Enter License Key ...

Page 77: ...e key appear in the License Management List Parent topic Scanning Using Invoice Receipt Manager Scanning Invoices and Receipts and Using Invoice Receipt Manager You can scan invoices and receipts and manage the data in Invoice Receipt Manager Note Invoice Receipt Manager is available for select scanner models Availability varies by country 1 Load your original invoices or receipts into the scanner...

Page 78: ...anning invoices and receipts 3 You can review or reorder the scanned images as follows Select Scan to scan more receipts Select Delete to delete selected scanned images Select Rotate Right to rotate scanned images Select Crop to crop the selected image Select Stitch Images to combine two selected images into one image If you scanned double sided select On or Off for Include back sides if you want ...

Page 79: ...79 You see a screen like this 5 Click Manage Invoices Receipts You see a screen like this ...

Page 80: ...You cannot separate invoices or receipts once they are combined You must delete and re scan them if you need to separate them Select Duplicate to duplicate invoices or receipts You can only duplicate one invoice or receipt at a time Make sure the invoice or receipt you want to duplicate is selected Select Repeat OCR and select a language if the data fields were not populated Note Some fields may n...

Page 81: ...r Receipt Data as a CSV File Scanning Invoices or Receipts as an Image File Parent topic Scanning Using Invoice Receipt Manager Exporting Invoices or Receipts to QuickBooks Online You can export invoice or receipt data to QuickBooks Online Note Make sure you have a current QuickBooks account and your login information is available 1 Make sure your invoices or receipts are scanned and reviewed See ...

Page 82: ... the checkbox The invoice or receipt data is exported to QuickBooks Online Parent topic Scanning Invoices and Receipts and Using Invoice Receipt Manager Exporting Invoices or Receipts to QuickBooks Desktop You can export invoice or receipt data to QuickBooks Desktop Windows only Note Make sure the QuickBooks Desktop software is installed and opened on your computer 1 Make sure your invoices or rec...

Page 83: ...s vendors or payment methods from QuickBooks Desktop into Invoice Receipt Manager select the checkbox The invoice or receipt data is exported to QuickBooks Desktop Parent topic Scanning Invoices and Receipts and Using Invoice Receipt Manager Saving or Exporting Receipts to Quicken You can save receipt data as a QIF file or export it for use in Quicken Note Invoice data cannot be saved or exported ...

Page 84: ...ved on your computer The scanned receipt data is saved or exported Parent topic Scanning Invoices and Receipts and Using Invoice Receipt Manager Saving Receipt Data as a TurboTax File You can save receipt data as a TurboTax file Note Invoice data cannot be saved or exported in TurboTax 1 Make sure your receipts are scanned and reviewed See the link below Note The tax category needs to be selected ...

Page 85: ... the Export and Save window click CSV File 3 Choose the folder on your computer where you want to save the CSV file Parent topic Scanning Invoices and Receipts and Using Invoice Receipt Manager Scanning Invoices or Receipts as an Image File You can save scanned invoices or receipts as an image file 1 Make sure your invoices or receipts are scanned and reviewed See the link below 2 In the Export an...

Page 86: ...ice Receipt Database Changing Column Settings Changing Currency and Language Settings Importing Categories from QuickBooks or Quicken Parent topic Scanning Exporting or Importing the Invoice Receipt Database You can export or import the invoice receipt database This is useful if you change computers Note Make sure each computer has the same version of Epson ScanSmart installed 1 Click the Settings...

Page 87: ...mport to import an invoice receipt database Choose the file that was created when you exported the database The current database is overwritten 4 Click Close Parent topic Selecting Invoice Receipt Manager Settings Related tasks Scanning Invoices and Receipts and Using Invoice Receipt Manager Changing Column Settings You can choose which columns are displayed in the receipt list 1 Click the Setting...

Page 88: ...n in the display order you want 3 Click Close Parent topic Selecting Invoice Receipt Manager Settings Related tasks Scanning Invoices and Receipts and Using Invoice Receipt Manager Changing Currency and Language Settings You can change the currency and OCR language for data in Invoice Receipt Manager 1 Click the Settings button in Invoice Receipt Manager ...

Page 89: ...89 You see a screen like this 2 Click the Currency and Language tab ...

Page 90: ...Receipt Manager Settings Related tasks Scanning Invoices and Receipts and Using Invoice Receipt Manager Importing Categories from QuickBooks or Quicken You can import categories from QuickBooks Online QuickBooks Desktop or Quicken to use in Invoice Receipt Manager 1 Click the Settings button in Invoice Receipt Manager ...

Page 91: ...91 You see a screen like this 2 Click the Manage Item List tab ...

Page 92: ...ing service Parent topic Selecting Invoice Receipt Manager Settings Scan Resolution Guidelines The resolution setting in your scanning software measured in dpi dots per inch controls the amount of detail captured in your scans Increasing the resolution raises the amount of detail captured but comes with the following disadvantages Larger file sizes It takes longer to scan your originals send recei...

Page 93: ...he same amount you will increase the image size to retain a high image quality For example if the resolution is 300 dpi dots per inch and you will double the image size later change the resolution setting to 600 dpi You will scan the image at 100 or smaller size Select the resolution setting based on how you will use the scanned image Email view on a computer screen post on the web 96 to 200 dpi P...

Page 94: ...F You must purchase a flatbed scanner Epson Perfection V19 V39 to use the optional flatbed scanner dock To attach the flatbed scanner and dock to your document scanner follow the installation instructions that came with your flatbed scanner dock See these sections to learn about the flatbed scanner dock option Flatbed Scanner Dock Parts Scanning from the Flatbed Scanner Dock Cleaning the Flatbed S...

Page 95: ...ows Scanning from the Flatbed Scanner Dock See these sections to scan when using the optional flatbed scanner dock Scanning from the Docked Flatbed Scanner Scanning from the ADF with the Flatbed Scanner Dock Attached Parent topic Using the Optional Flatbed Scanner Dock Windows Scanning from the Docked Flatbed Scanner You can place originals directly on the scanner glass of the flatbed scanner atta...

Page 96: ...o not place heavy objects on the scanner glass and do not press on the glass with too much force or it may damage the scanner Do not leave photos on the scanner glass for an extended period or they may stick to the glass 1 Close the document scanner s output tray ...

Page 97: ...97 2 Open the flatbed scanner cover ...

Page 98: ...98 3 Place your original facedown on the scanner glass with the top edge facing as shown Slide the original to the edges of the indicated corner ...

Page 99: ...an 5 Start Epson Scan 2 6 Select Scanner Glass as the Document Source setting 7 Select other scan settings as necessary 8 Click Scan Parent topic Scanning from the Flatbed Scanner Dock Scanning from the ADF with the Flatbed Scanner Dock Attached Depending on the length of your originals you may need to adjust the position of the input tray output tray and stopper when scanning from the document sc...

Page 100: ...100 Extend the output tray a little longer than the length of the original and move the stopper forward or backward as necessary ...

Page 101: ...d slide the stopper forward or backward so that it is a little longer than the length of the original Do not open the output tray on the document scanner For originals between 11 7 inches 297 mm and 14 inches 356 mm long Extend the document scanner s input tray pull out the scanner dock s output tray and output tray extension and open the stopper ...

Page 102: ...102 Extend the output tray a little longer than the length of the original and move the stopper forward or backward as necessary ...

Page 103: ...ed Scanner Dock To keep your product working at its best you should clean it several times a year Caution Do not use a hard brush alcohol or paint thinner to clean the product or you may damage it Do not use oil or other lubricants inside the product or let water get inside it Do not open the product case 1 Turn off the document scanner using the power button Note There is no power button on the s...

Page 104: ...f glass cleaner on a soft cloth to remove it Wipe off all remaining liquid Caution Do not spray glass cleaner directly on the scanner glass Do not press the surface of the scanner glass with any force and be careful not to scratch or damage the scanner glass A damaged glass surface can decrease the scan quality Parent topic Using the Optional Flatbed Scanner Dock Windows Transporting the Flatbed S...

Page 105: ...at came with the flatbed scanner dock in reverse to remove the flatbed scanner and dock from the document scanner 1 Turn off the document scanner using the power button Note There is no power button on the flatbed scanner 2 Unplug the AC power cord and disconnect the USB cable that connects the flatbed scanner dock to the computer ...

Page 106: ...4 Place the scanner unit in its original packing materials if possible or use equivalent materials with cushioning around the scanner Caution Avoid turning the scanner upside down when transporting it or you may damage the scanner Parent topic Using the Optional Flatbed Scanner Dock Windows ...

Page 107: ... and unplug the AC adapter 2 Disconnect any connected cables 3 Clean the outer case with a soft dry cloth Do not use liquid or chemical cleansers Note If the outer case still requires additional cleaning use a slightly damp cloth to wipe the outer case Then wipe the case with a soft dry cloth 4 Clean the LCD screen with a soft dry cloth Parent topic Cleaning and Transporting Your Scanner Cleaning ...

Page 108: ...nning surfaces and the rollers inside the scanner cover If the glass surface is stained with grease or some other hard to remove material use a genuine Epson cleaning kit Use a small amount of cleaner on the cleaning cloth to remove the stains Be sure to wipe off all remaining liquid Caution Do not spray glass cleaner directly on the scanning surfaces Be careful not to place too much force on the ...

Page 109: ...109 5 Use a cotton swab to wipe off any dust or dirt on the sensors shown here Caution Do not use liquid or glass cleaner on the cotton swab 6 Locate the separation roller ...

Page 110: ... Squeeze the tabs on the sides of the separation roller cover and open the cover Caution Be careful not to apply too much force when opening the cover 8 Slide the separation roller to the left and remove it ...

Page 111: ...ft moist cloth Caution Use only a genuine Epson cleaning kit or soft moist cloth to clean the roller using a dry cloth may damage the surface of the roller 10 To replace the separation roller insert the end of the roller into the hole on the right side and lower the other end of the roller into place ...

Page 112: ...n roller cover until you hear it click into place Note If you are not able to close the cover the roller is not installed correctly Remove the roller and reinstall it then try to close the cover again 12 Locate the pickup roller ...

Page 113: ...113 13 Press down on the pickup roller cover latch and pull up the cover to remove it ...

Page 114: ... the right to remove it 15 Wipe off any dust or dirt on the pickup roller using a genuine Epson cleaning kit or a soft moist cloth Caution Use only a genuine Epson cleaning kit or soft moist cloth to clean the roller using a dry cloth may damage the surface of the roller ...

Page 115: ...115 16 To replace the pickup roller align the notches on the roller unit and slide it to the left Press up on the tab to secure the roller ...

Page 116: ...the cover the roller is not installed correctly Remove the roller unit and reinstall it then try to close the cover again 18 Close the scanner cover 19 Plug in the AC adapter and press the power button to turn on the scanner 20 Press the home button if necessary select Scanner Maintenance and press the OK button 21 Select Roller Cleaning and press the OK button ...

Page 117: ...117 22 Pull down on the cover open lever and open the scanner cover The scanner enters roller cleaning mode ...

Page 118: ...th to wipe off any dust or dirt on the rollers as they rotate Repeat this step until the rollers are clean Caution Be careful not to get your hands or hair caught in the rollers as they rotate 24 Close the scanner cover Parent topic Cleaning and Transporting Your Scanner Related references User Replaceable Epson Scanner Parts ...

Page 119: ...canner Maintenance Roller Replacement and press the down arrow button 1 Make sure the scanner is turned on and connected to your computer 2 Do one of the following to open the Epson Scan 2 Utility Windows 10 Click and select EPSON Epson Scan 2 Utility Windows 8 x Navigate to the Apps screen and select Epson Scan 2 Utility Windows other versions Click or Start All Programs or Programs EPSON Epson S...

Page 120: ...topic Cleaning and Transporting Your Scanner Replacing the Scanner Rollers Replace the scanner rollers when the number of scans exceeds the life cycle of the rollers Check the scanner roller counter to see when you need to replace the rollers 1 Turn off the scanner 2 Unplug the AC adapter 3 Disconnect any connected cables 4 Pull down on the cover open lever and open the scanner cover ...

Page 121: ...121 5 Press down on the pickup roller cover latch and pull up the cover to remove it ...

Page 122: ...n the tab on the pickup roller and slide the roller to the right to remove it 7 To install the new pickup roller align the notches on the roller unit and slide it to the left Press up on the tab to secure the roller ...

Page 123: ...ller cover into the notches as shown and press it down until it clicks into place Note If you are not able to close the cover the pickup roller is not installed correctly Remove the pickup roller and reinstall it then try to close the cover again ...

Page 124: ... Squeeze the tabs on the sides of the separation roller cover and open the cover Caution Be careful not to apply too much force when opening the cover 10 Slide the separation roller to the left and remove it ...

Page 125: ...roller is not installed correctly Remove the roller and reinstall it then try to close the cover again 13 Close the scanner cover 14 Connect any disconnected cables 15 Plug in the AC adapter and turn on the scanner 16 Reset the roller counter Resetting the Scanner Roller Counter Parent topic Cleaning and Transporting Your Scanner Related references User Replaceable Epson Scanner Parts Related task...

Page 126: ... to select Reset Counter and press the OK button 4 Select Yes Note You can also reset the roller counter from your computer using the Epson Scan 2 Utility Select the Counter tab and click Reset Parent topic Replacing the Scanner Rollers Related tasks Checking the Scanner Roller Counter Transporting Your Scanner If you need to ship your product transport it a long distance or store it for an extend...

Page 127: ...127 3 Close the input tray extension and the output tray Note Make sure the output tray is securely closed ...

Page 128: ... on the input tray and lift the input tray off of the scanner 5 Place the scanner in its original packing materials if possible or use equivalent materials with cushioning around the product Parent topic Cleaning and Transporting Your Scanner ...

Page 129: ...You need to replace the roller inside your scanner To enable Restrict User Access see your documentation You need to modify the user access restrictions on your scanner control panel Restrict User Access is enabled For more details see your documentation Clean inside the scanner For details see your documentation It is time to clean inside your scanner If you want to change the alerts modify the R...

Page 130: ...ns Off Unexpectedly Scanner Button Does Not Work as Expected Scanning Software Does Not Operate Correctly Original Feeds Incorrectly in Scanner Original Jams in Scanner Scanning is Slow Parent topic Solving Problems Scanner Does Not Turn On or Turns Off Unexpectedly If the scanner does not turn on or if it turns off unexpectedly try these solutions Make sure the AC adapter is securely connected to...

Page 131: ...Solving Scanning Problems Related references Product Status Messages Related tasks Customizing Action Icons Scanning Software Does Not Operate Correctly If your scanning software does not operate correctly try these solutions Make sure your computer has adequate memory and meets the system requirements for your operating system Make sure your computer is not running in a power saving mode such as ...

Page 132: ...tions for your scanner Clean inside the scanner using a cleaning sheet If multiple pages feed at once try the following Remove the originals fan the edges to separate the sheets if necessary and reload them Load fewer originals at a time Load only originals that meet the specifications for your scanner Clean inside the scanner and replace the roller assembly kit if necessary Select Slow on the sca...

Page 133: ...133 3 Pull down the cover open lever and open the scanner cover 4 Gently pull out any jammed originals from inside the scanner ...

Page 134: ...slow down the scanning speed Turn off the Detect Double Feed setting Clean inside the scanner and clean the rollers Close the output tray and let the originals fall freely onto the surface below the scanner If the roller counter is nearing end of life replace the roller assembly kit Parent topic Solving Scanning Problems Related references Original Document Specifications Plastic and Laminated Car...

Page 135: ...rus protection or other security software exclude the TWAIN log files from monitoring or set the TWAIN log file as read only See your virus protection or security software instructions for details The TWAIN log file is saved in C Users user name AppData Local Temp Note You may need to unhide system folders to view files in that location Computers with USB 3 0 SuperSpeed or USB 2 0 Hi Speed ports c...

Page 136: ...original while scanning Operate the scanner on a flat stable surface Make sure the originals are ejecting properly In Epson ScanSmart click Settings Scan Settings and try adjusting these settings and scanning again On the Main Settings tab make sure you select the correct Image Type for your original On the Main Settings tab try increasing the Resolution setting On the Advanced Settings tab select...

Page 137: ...e If the original document is in landscape mode set the Rotate setting to Auto If you are using OCR software check the manual for any additional adjustments Scan thermal paper receipts as soon as possible They may deteriorate due to age or friction When saving to Microsoft Office or Searchable PDF files check that the correct languages are selected Check the language in each save setting window Pa...

Page 138: ...ear even after cleaning the glass Contact Epson for information about replacing the glass Avoid scanning in direct sunlight Parent topic Solving Scanned Image Quality Problems Related tasks Cleaning Inside Your Scanner Scanned Image is Cropped If the edges of a scanned image are cropped select Settings Scan Settings adjust the following settings and try scanning again On the Main Settings tab set ...

Page 139: ...try these solutions Clean the scanner glass with a soft dry lint free cloth or use a small amount of glass cleaner on the cloth if necessary Paper towels are not recommended Caution Do not spray glass cleaner directly on the scanner glass Make sure any interface cables are securely connected at both ends Parent topic Solving Flatbed Scanner Dock Problems Binding Margins on a Scanned Booklet are Bl...

Page 140: ...indows Uninstalling Scanner Software Mac Parent topic Solving Problems Uninstalling Scanner Software Windows You can uninstall and then re install your scanner software to solve certain problems 1 Exit all applications currently running on your computer 2 Turn off the scanner 3 Disconnect any interface cables 4 Do the following to uninstall each of your scanning software programs and follow any on...

Page 141: ...Mac 4 Double click the Uninstaller icon 5 In the Epson Uninstaller screen select the checkbox for each software program you want to uninstall 6 Click Uninstall 7 Follow the on screen instructions to uninstall the software 8 To reinstall your scanner software see the Start Here sheet for instructions Note If you find that re installing your scanner software does not solve a problem contact Epson Pa...

Page 142: ... PM Pacific Time Monday through Friday and 7 AM to 4 PM Pacific Time Saturday Days and hours of support are subject to change without notice Toll or long distance charges may apply Note For help using any other software on your system see the documentation for that software for technical support Purchase Supplies and Accessories You can purchase genuine Epson accessories at epson com U S sales eps...

Page 143: ... Flatbed Scanner Dock Specifications Safety and Approvals Specifications Windows System Requirements To use your product and its software your computer should use one of these Microsoft operating systems Windows 10 Windows 8 x Windows 7 Note For the latest product software available for your operating system visit the Epson support site at epson com support U S epson ca support Canada or epson com...

Page 144: ...jm support Caribbean select your product and select Downloads Parent topic Technical Specifications General Specifications Scanner type Sheet feed one pass duplex color scanner Photoelectric device CIS Effective pixels 5100 9300 pixels at 600 dpi 2550 64500 pixels at 300 dpi Document size Maximum 8 5 240 inches 215 9 6096 mm Minimum 2 2 inches 50 8 50 8 mm Paper input Facedown loading Paper output...

Page 145: ... 10 bits per pixel per color internal 24 bits per pixel external 8 bits per pixel per color external Grayscale 10 bits per pixel internal 8 bits per pixel external Black and white 10 bits per pixel internal 1 bits per pixel external Interface SuperSpeed USB Parent topic Technical Specifications Dimension Specifications Height 6 6 inches 167 mm Width 11 7 inches 296 mm Depth 6 7 inches 169 mm Weigh...

Page 146: ...Operating 18 W Ready mode 8 5 W Sleep mode 1 4 W Power off mode 0 1 W AC Adapter AC adapter model AC 100 to 240 V model A471H AC 220 to 240 V model A472E Rated input current 1 2 A Rated frequency range 50 to 60 Hz Rated output power supply voltage DC 24 V Rated output current 2 A Parent topic Technical Specifications Environmental Specifications Temperature Operating 41 to 95 F 5 to 35 C Storage 1...

Page 147: ...y voltage DC 24 V Dimensions when assembled with a sheet feed scanner and a flatbed scanner Width 11 8 in 300 mm Depth 18 9 in 481 mm Height 9 6 in 245 mm Weight Approximately 2 4 lb 1 1 kg Temperature Operating 50 to 95 F 10 to 35 C Storage 4 to 140 F 20 to 60 C Humidity non condensing Operating 20 to 80 Storage 20 to 85 Parent topic Technical Specifications Safety and Approvals Specifications Sc...

Page 148: ...148 AC Adapter A471H United States Safety UL60950 1 EMC FCC part 15 Subpart B class B Canada Safety CAN CSA C22 2 No 60950 1 EMC CAN CSA CEI IEC CISPR 22 Class B Parent topic Technical Specifications ...

Page 149: ...o a computer or other device with a cable ensure the correct orientation of the connectors Each connector has only one correct orientation Inserting a connector in the wrong orientation may damage both devices connected by the cable Do not insert objects into any opening as they may touch dangerous voltage points or short out parts Beware of electrical shock hazards Place the product on a flat sta...

Page 150: ...rce indicated on the AC adapter s label and always supply power directly from a standard domestic electrical outlet with the AC adapter that meets the relevant local safety standards Avoid using outlets on the same circuit as photocopiers or air control systems that regularly switch on and off If you use an extension cord with the scanner make sure the total ampere rating of the devices plugged in...

Page 151: ... sharp object such as a pen or your fingernail to operate the LCD screen If the LCD screen chips or cracks do not touch or attempt to remove the broken pieces contact Epson for support Do not subject your product to sudden changes in temperature or humidity this may cause condensation to develop inside the LCD screen and degrade its performance Parent topic Notices Restrictions on Copying Observe ...

Page 152: ...ion fraud tort intentional tort statute regulation ordinance or any other legal or equitable basis DISPUTE DOES NOT INCLUDE IP CLAIMS or more specifically a claim or cause of action for a trademark infringement or dilution b patent infringement c copyright infringement or misuse or d trade secret misappropriation an IP Claim You and Epson also agree notwithstanding Section 1 6 that a court not an ...

Page 153: ...ING WHERE SOMEONE ACTS IN A REPRESENTATIVE CAPACITY ARE NOT ALLOWED ACCORDINGLY UNDER THE ARBITRATION PROCEDURES OUTLINED IN THIS SECTION AN ARBITRATOR SHALL NOT COMBINE OR CONSOLIDATE MORE THAN ONE PARTY S CLAIMS WITHOUT THE WRITTEN CONSENT OF ALL AFFECTED PARTIES TO AN ARBITRATION PROCEEDING 1 6 Arbitration Procedure If you or Epson commences arbitration the arbitration shall be governed by the ...

Page 154: ...relevant to the Dispute may be allowed during the arbitration c Arbitration Fees Epson shall pay or if applicable reimburse you for all JAMS filings and arbitrator fees for any arbitration commenced by you or Epson pursuant to provisions of this Agreement d Award in Your Favor For Disputes in which you or Epson seeks 75 000 or less in damages exclusive of attorney s fees and costs if the arbitrato...

Page 155: ...sent to the applicable amendment you are agreeing that you will arbitrate any Dispute between the parties in accordance with the language of this Section 1 or resolve disputes as provided for in Section 1 7 if you timely elected to opt out when you first assented to this Agreement 1 9 Severability If any provision in this Section 1 is found to be unenforceable that provision shall be severed with ...

Page 156: ...pson Products or Epson Approved Products by Seiko Epson Corporation Seiko Epson Corporation shall not be held liable for any damage resulting from electromagnetic interference that occurs from the use of any interface cables other than those designated as Epson approved Products by Seiko Epson Corporation This information is subject to change without notice libTIFF Software Acknowledgment A Note C...

Page 157: ...WARE Parent topic Copyright Notice A Note Concerning Responsible Use of Copyrighted Materials Epson encourages each user to be responsible and respectful of the copyright laws when using any Epson product While some countries laws permit limited copying or reuse of copyrighted material in certain circumstances those circumstances may not be as broad as some people assume Contact your legal advisor...

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