How to use purchase invoice recognition?
Preparing the settings:Parameters → Settings → Invoice recognitionThis 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.These parameters are filled in if you want the program not to perform recognition of product or service positions or invoice recognition in the background mode:“Do not automatically recognize purchase invoices” — all purchase invoices are recognized in the background mode (mass inclusion of recognized purchases into accounting); when this option is checked, the program will not recognize purchase invoices in the background.“Do not recognize purchase positions” — when checked, positions will not be recognized, and you will need to enter the information manually.Upload the invoice to the Site.pro system:Warehouse → PurchasesYou 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.Transferring data to accounting.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.Checking and saving the recognized 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.Checking the registered document and double-entry record:
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How to use purchase invoice recognition?

  1. Preparing the settings:

  2. Parameters → Settings → Invoice recognition

    Invoice recognition settings window in the system

  3. 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.
  4. These parameters are filled in if you want the program not to perform recognition of product or service positions or invoice recognition in the background mode:
    • “Do not automatically recognize purchase invoices” — all purchase invoices are recognized in the background mode (mass inclusion of recognized purchases into accounting); when this option is checked, the program will not recognize purchase invoices in the background.
    • “Do not recognize purchase positions” — when checked, positions will not be recognized, and you will need to enter the information manually.
  5. Upload the invoice to the Site.pro system:
  6. Warehouse → Purchases
  7. 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.

      Invoice file upload window in the system

  8. Transferring data to accounting.

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

      Selecting a file for data transfer to accounting

    • 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.

      Adding recognized data to accounting

  9. Checking and saving the recognized 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:

      Checking recognized document positions and fields

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

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

    Checking the double-entry record in the registered document

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