Help · Purchases
How to review a captured bill and send it for approval
New in v0.20: check a captured bill: the original sits beside the values read from it, each with a confidence. Correct anything, then submit it for approval.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Open the bill from Capture bills.
- Compare Original with What was read. Each field shows its confidence: 85%+ read reliably, 50–85% check it, or "fill in".
- Pick the supplier under Supplier (matched), or keep "new supplier from the name below"; check GSTIN, invoice no., dates, taxable value, GST and total.
- Choose Book to (expense account), Purchase order and Cost centre if needed, then Save corrections.
- Check Lines read (HSN / SAC).
- Click Submit for approval. This creates a draft purchase invoice with the original attached; it is posted to the books only after approval. Or give a reason and Discard.
FAQs
Questions
Does OCR read every page?
Scanned PDFs: the first 3 pages. Text PDFs and photos are read in full. Always check the amounts and GST before submitting.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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