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
Powered by GitBook
On this page

Was this helpful?

  1. OCR FTP

How to Process Files for FTP sync

Here's how you process files to sync to ERP from OCR:

  1. Go to OCR analytics

  2. Upload the file which you want to process and click on Submit

  3. The OCR tool will read the file and automatically the populate the fields on the UI such as - Invoice number, Buyer name, Supplier name, Invoice values, taxable amount etc.

  4. Select the type of your invoice - Tax Invoice(domestic) or Import Invoice (foreign).

  5. Select the type of Purchase - Goods purchase or Service purchase.

  6. Review all the fields populated on the UI.

  7. Click on "Accept" button to accept the file for FTP sync.

  8. You will be able to see the file in OCR analytics listing with Status as "Completed" and ERP sync status as "False"

  9. The syncing will automatically happen according to the scheduled job.

PreviousHow to Create a Sync FTP jobNextGRN

Last updated 2 years ago

Was this helpful?