This feature comes with certain plans. If it is not in your menu, it is not in your business's plan.
Upload the file
In Purchases open the Supplier bills tab, press Scan a supplier invoice and choose the file: PDF, JPG, PNG or WEBP. Wait for Reading… to finish.
Check the draft
A draft bill opens with the file attached. Books tries to read the VAT number, supplier name, invoice number, date, total and VAT.
- Supplier: recognised by VAT number first, then by name. If the field stays empty, pick them yourself: a bill cannot post without a supplier.
- The whole invoice arrives as one line.
- Tax: if Books cannot read the VAT, or no rate matches it, the full total comes in at a zero rate. Correct the line from the paper.
Choose the right account, then post
The line starts on Other expenses, because deciding what the cost is remains your call. Change the Expense / asset account (1) to the right one, as in the picture, then press Post the bill (2).
Nothing posts by itself. If the file cannot be read you still get a draft with the file attached, to fill in by hand. After posting, the file stays on the bill's page.
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