Accounts Payable User Guide
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  • Dashboard
  • Purchase order
    • Purchase order To Invoice
    • Other features In PO ?
  • Invoice
    • 3- Way Matching
    • Invoice Payment
    • Create Credit Note
    • Create Debit Note
    • Create Invoice Without PO
    • Audit Trail
  • OCR Analytics
    • Create OCR Template
    • Rename or View OCR Template
    • Inbox setup for Invoice OCR
    • Capture Invoices from Inbox
    • Invoice from OCR
  • OCR FTP
    • How to Create a Sync FTP job
    • How to Process Files for FTP sync
  • GRN
  • Configuration
    • Add Internal Users
    • Add Business Units
    • Supplier Onboarding
    • FTP Configuration
      • Configure FTP
      • Schedule FTP
      • FTP Logs
    • Business Setting
    • SMTP & IMAP
    • Approval Workflow
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Rename or View OCR Template

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Last updated 2 years ago

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To view, rename or edit an OCR template follow these steps -

  1. Go to configuration module and find the OCR templates tab.

  1. Open the OCR templates tab and the list of templates will appear -

  1. The user can perform following actions -

  2. The yellow icon is to edit the template name

  3. The blue icon is to view the template.

  4. The red icon is to delete the template.

This list will also show invoice count which implies to the number of invoices that have been processed with that template.

Q. How do I raise a Credit /Debit Note against an invoice ?

Credit / Debit notes can be raised in following possible conditions -

  1. Wrong invoice amount submitted by a party.

  2. Some items are defective and need to be returned and that amount to be adjusted

  3. Some more items are needed with reference to an existing invoice.

  4. If there is some error or discrepancy in the main invoice

And many other conditions.