Ocr To Bill

Turn supplier documents into posted bills or expenses using the purchase inbox workbench. OCR extracts header fields and lines; you validate before posting to the ledger.

Where in the app

/c/companies/:companyId/purchases/inbox/:itemId
/c/companies/:companyId/purchases/inbox

Step-by-step

Open Purchases → Inbox (or upload from Documents). (UAT-C-PUR-D2E-008)
Review OCR extraction: vendor, dates, amounts, tax, and line items. (UAT-C-PUR-D2E-017)
Resolve duplicates and exceptions flagged by the workbench. (UAT-C-PUR-D2E-014)
Match to a purchase order when applicable, then confirm the bill. (UAT-C-PUR-D2E-015)
Post the bill so it flows to approval and payment runs. (UAT-C-PUR-D2E-010)
Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-PUR-D2E-003)

Permissions and modules

Requires Purchases and Documents modules. Users need bill create/post permissions.

Country and compliance

Tax and currency follow the company country pack. Vendor IBAN validation applies on payment.

Feature coverage

Key	Title	Module	Docs impact	Summary	Risk	UAT
`purchases.document-to-entity.create-form-redirect`	Bill and Expense Create Forms Redirect to Work Items	bills	required	Bill and Expense Create Forms Redirect to Work Items	high	UAT-C-PUR-D2E-008, UAT-C-PUR-D2E-017
`purchases.document-to-entity.desktop-ux`	Purchase Workbench Desktop UX Coherence	bills	optional	Purchase Workbench Desktop UX Coherence	medium	UAT-C-PUR-D2E-014, UAT-C-PUR-D2E-015
`purchases.document-to-entity.draft-durability`	Workbench Draft Fields Durability Across Refresh	bills	optional	Workbench Draft Fields Durability Across Refresh	medium	UAT-C-PUR-D2E-010
`purchases.document-to-entity.duplicate-blocking`	Duplicate Invoice Blocking	bills	required	Duplicate Invoice Blocking	high	UAT-C-PUR-D2E-003
`purchases.document-to-entity.exception-routing`	Structured Exception Routing in Purchase Workbench	bills	optional	Structured Exception Routing in Purchase Workbench	medium	UAT-C-PUR-D2E-011, UAT-C-PUR-D2E-016
`purchases.document-to-entity.legacy-redirects`	Legacy OCR Routes Redirect to Purchase Inbox	bills	optional	Legacy OCR Routes Redirect to Purchase Inbox	medium	UAT-C-PUR-D2E-007
`purchases.document-to-entity.mobile-ux`	Purchase Workbench Mobile UX Usability	bills	optional	Purchase Workbench Mobile UX Usability	medium	UAT-C-PUR-D2E-013
`purchases.document-to-entity.multiple-items`	Document Multiple Work Items Handoff	documents	optional	Document Multiple Work Items Handoff	medium	UAT-C-PUR-D2E-006
`purchases.document-to-entity.ocr-correction`	OCR Correction Workbench	bills	required	OCR Correction Workbench	high	UAT-C-PUR-D2E-004
`purchases.document-to-entity.ocr-prefill`	Expense and Bill Creation with OCR Draft Prefill	bills	required	Expense and Bill Creation with OCR Draft Prefill	high	UAT-C-PUR-D2E-PREFILL-001
`purchases.document-to-entity.permissions`	Purchase Workbench Document and Entity Permissions	bills	optional	Purchase Workbench Document and Entity Permissions	high	UAT-C-PUR-D2E-012
`purchases.document-to-entity.zero-ocr-lines`	Workbench with Zero OCR Lines	bills	optional	Workbench with Zero OCR Lines	medium	UAT-C-PUR-D2E-009