Supplier invoices without manual entry

PDF, photo or spreadsheet into a draft purchase, with checks

What the video shows

Step by step, as in the recording

The voice-over text in English, to find the right moment or read it instead of watching.

01
Suppliers send invoices as PDFs and phone photos, and the accountant retypes every line by hand. Let's see how the ERP does it.
02
You open "Incoming documents" and upload the files: a PDF, a scan, a phone photo or a spreadsheet. Each file becomes a separate record, and recognition starts automatically.
03
Here is an invoice that has already been recognised. The model read the number, the date, the EDRPOU code and the lines with prices. The supplier was found by the code, the products by SKU, and the original is right here for comparison.
04
Case one: one product is not in the database. You can pick it by hand, or click "Create missing items", and a card appears with the name from the document.
05
"Create document", and you have a draft supplier invoice with lines, VAT and the original in the attachments. The accountant submits it after checking.
06
Case two: the supplier is new. "Create supplier" sets up a card with the name and code from the document. And the supplier's delivery note becomes a goods receipt into the warehouse.
07
Case three: the same invoice arrived a second time. The system sees that the supplier, number and date match, marks it "Duplicate" and shows where the original is. All that is left is to click "Reject".
08
The list shows what has been created, what has been rejected and what is waiting for review. The accountant does not type lines but checks what is ready, and the same invoice will not get into the books twice.