Scan Supplier Invoices

Who is this article for?

Account owners, or team members whose role has:

• Stock movements and Suppliers set to Manage
• Menus and items set to Manage
• Income and expenses set to Manage

Set roles in All apps > Setup > Roles.

Included in the Grow plan.

Instead of typing each invoice, photograph it. AI reads the supplier, the lines and the totals, and Smatyx turns each invoice into a delivery and an expense.

Scan

DesktopMobile

Step 1/6Go to All apps > Inventory & Purchasing > Stock movements and tap Scan invoices

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1. Go to All apps > Inventory & Purchasing > Stock movements and tap Scan invoices
2. Drop in photos or PDFs, up to 50 images. Each image starts its own invoice; drag pages together when one invoice runs over several
3. Tap Process with AI

Check and create

The steps that follow only appear when needed:

1. Suppliers: add the suppliers the invoices come from that you do not have yet
2. Units and Items: add any new ones
3. Goods receipt: for each invoice, pick the store, whether it is stock or an expense only, and whether it is paid or still owed with a due date. Tap Create receipt & expense

Each invoice becomes a delivery in draft, ready to check and receive, and an expense for its total in Income & Expenses.