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

1. Open Purchases → Inbox (or upload from Documents). (UAT-C-PUR-D2E-008)
2. Review OCR extraction: vendor, dates, amounts, tax, and line items. (UAT-C-PUR-D2E-017)
3. Resolve duplicates and exceptions flagged by the workbench. (UAT-C-PUR-D2E-014)
4. Match to a purchase order when applicable, then confirm the bill. (UAT-C-PUR-D2E-015)
5. Post the bill so it flows to approval and payment runs. (UAT-C-PUR-D2E-010)
6. 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.

Related

• bills
• purchase orders
• validation