Help · Purchases
How to capture supplier bills and expense bills
New in v0.20: upload, drag in or photograph supplier invoices and expense bills. Bebaak reads them (the PDF's text, or OCR on scans and photos) and they wait for your review.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Left menu → Purchases → Capture bills.
- Drop a bill on the box, or tap to choose a file or take a photo (PDF, JPG or PNG, up to 12 MB).
- Each bill appears under Captured bills with how well it was read (Text layer or OCR, with a %) and its status: Needs review, Duplicate, In approval, Posted, Rejected or Discarded.
- Use the tiles — Needs review, Possible duplicates, With approvers, Posted — to work through the queue.
- Open a bill to review it.
Tips
- For scanned PDFs, OCR reads the first 3 pages. Text PDFs are read in full.
- Low-confidence values are never filled in for you — they show as "fill in".
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
Contact support