On the roadmapDocument capture

Invoice Intake

Reads an invoice, whether it comes by email, as a scan or as a photo, pulls out the details and starts the voucher for you.

Written up and waiting its turn. Work starts on it once the one before it is properly finished.

The case for it

The slowest part of raising a voucher is copying numbers off a PDF. If the software reads the document instead, a five minute form becomes a thirty second check.

Invoice Intake · Document capture

What it does

The specifics.

Every line here is something it is being built to do. None of it is a vague area we are thinking about looking at.

  1. Takes invoices by email, by upload, or as a photo from your phone.

  2. Pulls out the supplier, GSTIN, invoice number and date, the line values and the tax split.

  3. Checks that the GSTIN is valid and that the PAN inside it matches the one on file, before you see the draft.

  4. Opens a draft with everything it filled in clearly marked, so you are checking rather than typing.

  5. Keeps the original document attached to the voucher, so the proof stays with the record.

Where it fits

What goes in, and what you get back.

Takes in

PDFs, scans, photographs, email

The agent

Invoice Intake

Gives back

A draft that is mostly filled in, with the invoice attached

Ends up as

A record with its full history

Whatever it produces ends up as a proper record with its history attached, not as a message in a chat window. You get something your reviewer already knows how to check.

Talk to us about Invoice Intake.

A walkthrough covers what you can use today, what this one will do, and where it sits in the queue. We will not give you a date on the call that we are not sure of.

Written up and waiting its turn. Work starts on it once the one before it is properly finished.