Accounts Payable User Guide
WebsiteProduct Docs
  • 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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OCR FTP

Sync your ERP with OCR reader using a File Transfer Protocol

PreviousInvoice from OCRNextHow to Create a Sync FTP job

Last updated 2 years ago

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You can use OCR to read Invoices - Tax Invoices and Import Invoices and setup a FTP to sync the files with your ERP.

Here's how you create a configuration for FTP sync:

  1. Go to Configurations

  2. Click on "Manage FTP/SFTP Settings" Card

  3. Click on "+Add" button to Create a New sync configuration.

  4. Fill in all the Fields for FTP Name, IP Address, username and password and Port number.

  5. Select Sync Type as "Outwards" and FTP Type as "FTP".

  6. Click on Submit to save your configuration