Document capture

Read invoices and receipts from photos or PDFs, and propose entries that a person checks before anything is posted.

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What it does

• Extracts supplier, date, totals and lines from a photo or PDF
• Suggests the account and tax code for each line
• Nothing is posted until a person approves it
• Learns from corrections made for each customer

Who it is for

Businesses drowning in paper bills and receipts at month-end.

Highlights

• Reads supplier, date, totals and lines from a photo or a PDF
• Suggests the account and tax code for each line
• Nothing is posted until a person approves it
• Learns from each correction, so the next bill from the same supplier is quicker to check

Works with

PurchasingGeneral ledgerAccounts payablePhones and scannersEmail inbox for bills

Questions about this module

Services

• Training on your supplier documents
• Review rules setup

Functions

• Read bills and receipts from photos or PDFs
• Suggest accounts and tax codes
• Match to purchase orders
• Learn from corrections
• Nothing posted without approval

How it works

1. Photograph or upload a supplier bill or receipt.
2. The system reads the supplier, date, totals and lines, and suggests the account for each line.
3. A person checks the suggestion and approves it, and only then is it posted.

A typical example

A manager photographs a fuel receipt at the end of the day. The entry appears for approval the next morning, with the cost already matched to the vehicle.

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