Usage Guide

Learn how to effectively use the Mattermost PDF Dekont Parser Plugin to extract transaction details from bank receipts.

Table of contents

  1. Basic Usage
    1. Step 1: Upload PDF Receipt
    2. Step 2: Automatic Processing
    3. Step 3: View Results
  2. Supported Fields
    1. 👤 Alıcı (Recipient/Beneficiary)
    2. 📝 Açıklama (Description/Reference)
    3. 💰 İşlem Tutarı (Transaction Amount)
  3. Bank-Specific Examples
    1. Türkiye İş Bankası
    2. Garanti BBVA
    3. Akbank
  4. Best Practices
    1. For Better Recognition
    2. Channel Organization
  5. Advanced Features
    1. Batch Processing
    2. Error Handling
    3. Debug Information
  6. Troubleshooting Usage Issues
    1. PDF Not Being Processed
    2. Incomplete Field Extraction
    3. Wrong Field Values
  7. Privacy and Security
    1. Data Handling
    2. Sensitive Information
  8. Tips and Tricks
    1. Workflow Integration
  9. Next Steps
  10. Support

Basic Usage

The plugin works automatically once installed and enabled. Here’s how to use it:

Step 1: Upload PDF Receipt

  1. Open any Mattermost channel where you want to share the transaction info
  2. Upload a PDF file using one of these methods:
    • Drag and drop the PDF file into the message area
    • Click the attachment icon (📎) and select your PDF
    • Copy and paste the PDF file directly

Step 2: Automatic Processing

The plugin automatically:

  1. Detects the uploaded PDF file
  2. Extracts text content from the PDF
  3. Parses transaction details using pattern recognition
  4. Updates your message with structured information

Step 3: View Results

Your original message gets updated with extracted information:

📄 PDF Dekont Bilgileri:
━━━━━━━━━━━━━━━━━━━━━━━━━━

👤 Alıcı: AHMET YILMAZ
📝 Açıklama: Freelance Ödeme
💰 İşlem Tutarı: 2,500.00 TL

━━━━━━━━━━━━━━━━━━━━━━━━━━

Supported Fields

The plugin extracts the following transaction fields:

👤 Alıcı (Recipient/Beneficiary)

📝 Açıklama (Description/Reference)

💰 İşlem Tutarı (Transaction Amount)

Bank-Specific Examples

Türkiye İş Bankası

📄 PDF Dekont Bilgileri:
━━━━━━━━━━━━━━━━━━━━━━━━━━

👤 Alıcı: MEHMET KAYA
📝 Açıklama: Kira Ödemesi
💰 İşlem Tutarı: 3,000.00 TL

━━━━━━━━━━━━━━━━━━━━━━━━━━

Garanti BBVA

📄 PDF Dekont Bilgileri:
━━━━━━━━━━━━━━━━━━━━━━━━━━

👤 Alıcı: AYŞE DEMIR
📝 Açıklama: Danışmanlık Ücreti
💰 İşlem Tutarı: 1,750.50 TL

━━━━━━━━━━━━━━━━━━━━━━━━━━

Akbank

📄 PDF Dekont Bilgileri:
━━━━━━━━━━━━━━━━━━━━━━━━━━

👤 Alıcı: ALİ YILDIRIM
📝 Açıklama: Proje Ödemesi
💰 İşlem Tutarı: 5,000.00 TL

━━━━━━━━━━━━━━━━━━━━━━━━━━

Best Practices

For Better Recognition

  1. Use High-Quality PDFs:
    • Download PDFs directly from your bank’s online portal
    • Avoid scanned documents when possible
    • Ensure text is selectable in the PDF
  2. Check Bank Compatibility:
    • Verify your bank is in the supported banks list
    • Use standard transfer receipt formats
    • Avoid custom or modified receipt templates
  3. File Naming:
    • Use descriptive filenames: isbank_transfer_20241201.pdf
    • Include date and bank name for easier tracking
    • Avoid special characters in filenames

Channel Organization

  1. Dedicated Channels:
    • Create specific channels for financial documents
    • Use clear naming: #finance-receipts, #bank-transfers
    • Set appropriate channel permissions
  2. Message Context:
    • Add context before uploading: “Payment for Project X”
    • Use thread replies for discussions about transactions
    • Tag relevant team members when needed

Advanced Features

Batch Processing

You can upload multiple PDF receipts in a single message:

  1. Select multiple PDF files when uploading
  2. Each PDF will be processed individually
  3. Results appear as separate formatted blocks

Error Handling

When processing fails, you’ll see helpful error messages:

❌ PDF İşleme Hatası:
Bu PDF dosyası desteklenen bir banka formatında değil.
Lütfen farklı bir dosya deneyin veya banka desteği talep edin.

Debug Information

Enable debug logging in System Console for detailed processing info:

Troubleshooting Usage Issues

PDF Not Being Processed

Problem: PDF uploaded but no extraction occurs

Solutions:

  1. Check file is actually a PDF (not renamed image)
  2. Verify PDF contains selectable text
  3. Ensure file size is reasonable (<10MB)
  4. Try re-uploading the file

Incomplete Field Extraction

Problem: Some fields missing from output

Solutions:

  1. Check if your bank format is fully supported
  2. Verify PDF quality and text clarity
  3. Request enhanced bank support

Wrong Field Values

Problem: Extracted values don’t match PDF content

Solutions:

  1. Check for typos or formatting issues in original PDF
  2. Verify Turkish character encoding
  3. Report the issue with sample PDF (anonymized)

Privacy and Security

Data Handling

Sensitive Information

Tips and Tricks

Workflow Integration

  1. Accounting Integration:
    • Copy extracted data for bookkeeping software
    • Use consistent formatting for easier tracking
    • Create templates for common transaction types
  2. Team Collaboration:
    • Use extracted data in project discussions
    • Reference transaction details in reports
    • Share payment confirmations with stakeholders
  3. Record Keeping:
    • Keep original PDFs in dedicated file storage
    • Use extracted data for quick reference
    • Maintain transaction logs based on extracted info

Next Steps

Support

Having trouble using the plugin?