Parameters → Settings → Invoice recognition

This parameter is used if you want the system to recognize item or service positions (record purchase lines):

• Do not create a new item, but assign a default one – select the item or service card that will be used when a new item or service is detected during invoice recognition.
• Create a new item – a new item or service card will be created with the specified attributes and used when a new item or service is detected during invoice recognition.

Warehouse → Purchases

You can upload an invoice in several ways:

• by clicking the “+ Add file” button (selecting the desired invoice from your computer’s document folder);
• by dragging and dropping the file into the “+ Add file” field;
• by sending it to the email address shown in the workspace window.

3. Transferring data to accounting.

3.1. Once the file is uploaded, click on the file:

3.2. In the “Type” field, select “Purchase” and click the green “+ Add to accounting” button.
The system will create an accounting entry based on the recognized data and attach the file to the purchase document.

4. Checking and saving the recognized document:

4.1. The system fills in the purchased items or services in “Purchase positions” according to the settings made in step 1. If necessary, you can make adjustments.
Fill in the following fields: warehouse and operation:

4.2. When the document is registered, click the “Transfer to Purchases” button.

5. Checking the registered document and double-entry record: