This parameter is used if you want the system to recognize item or service positions (register 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.

You can upload an invoice in several ways:

• by clicking the “+ Add file” button (selecting the required 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.

• Once the file is uploaded, click on the file:

• 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.

• The system fills in the purchased items or services into Purchase positions according to the settings made in step 1. If necessary, you can adjust them as needed.
  Fill in the following fields: warehouse and operation:

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