Ocr To Bill
User guide for Ocr To Bill in the Numezis company portal.
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/bills/new/c/companies/:companyId/purchases/expenses/new/c/companies/:companyId/purchases/inbox/c/companies/:companyId/purchases/inbox/:itemId
Step-by-step
- Open Purchases → Inbox (or upload from Documents).
- Review OCR extraction: vendor, dates, amounts, tax, and line items.
- Resolve duplicates and exceptions flagged by the workbench.
- Match to a purchase order when applicable, then confirm the bill.
- Post the bill so it flows to approval and payment runs.
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 | Risk | UAT |
|---|---|---|---|
purchases.document-to-entity.create-form-redirect | 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 | medium | UAT-C-PUR-D2E-014, UAT-C-PUR-D2E-015 |
purchases.document-to-entity.draft-durability | Workbench Draft Fields Durability Across Refresh | medium | UAT-C-PUR-D2E-010 |
purchases.document-to-entity.duplicate-blocking | Duplicate Invoice Blocking | high | UAT-C-PUR-D2E-003 |
purchases.document-to-entity.exception-routing | 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 | medium | UAT-C-PUR-D2E-007 |
purchases.document-to-entity.mobile-ux | Purchase Workbench Mobile UX Usability | medium | UAT-C-PUR-D2E-013 |
purchases.document-to-entity.multiple-items | Document Multiple Work Items Handoff | medium | UAT-C-PUR-D2E-006 |
purchases.document-to-entity.ocr-correction | OCR Correction Workbench | high | UAT-C-PUR-D2E-004 |
purchases.document-to-entity.ocr-prefill | 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 | high | UAT-C-PUR-D2E-012 |
purchases.document-to-entity.zero-ocr-lines | Workbench with Zero OCR Lines | medium | UAT-C-PUR-D2E-009 |