This Help Article covers:

General/Overview:

Document AI is used to get as much of the Purchase Invoice/Credit Note information into the "Import Preview" Popup to reduce manual keying time.

To enable using the Document AI to present the fields of a Supplier Purchase Invoice/Credit Note to import into Katipolt, you will need to purchase Credits to enable use of the Document AI.

Credits are purchased in blocks of 50, 1 Document consumes 1 Credit.

⚠️ NOTE: Document AI only supports the importing of single Purchase Invoice/Credit Note PDFs.

Once imported, the Purchase Invoice/Credit Note displays in the Purchases List where it can be checked, and if needed, unlocked, edited, and re-locked again.

On Import, the Purchase importer also imports a PDF copy of the Purchase Invoice/Credit Note being imported that can be viewed at a later time. This can be found in the Correspondence Top Tab of the Purchase Invoice/Credit Note Window.

Purchase Invoices/Credit Notes that have a valid Job Reference will be assigned to that Job, making their Product Lines available to be pulled into a Sales Invoice on [Get Costs].

Quick Flow:

1. From the Side Menu, Press Company Settings, then Press the [MANAGE ADDONS] button, to display the "My Account Addons" Popup

2. From the "My Account Addons" Popup's Document Processing Credit Section, Press on the [+] or [-] Icons to select the number of Credits, then Press [PURCHASE ($XX.XX)] to display the "Payment" Popup

3. From the "Payment" Popup, Enter the Payment details and follow the prompts to complete the transaction

💡 TIP: Pressing the Transactions Tab displays the history of your Addon purchases, here you can also Press the "Expand" Icon to see what the Purchase was for (SMS Credit OR Document Processing Credit), OR Press the "Launcher" Icon to display a link to the Invoice.

Importing a Purchase Invoice/Credit Note is done from the Side Menu's Purchase Tab.

Quick Flow:

1. From the Side Menu, Press Purchases to display the Purchases List, then Either:

Press the “More” (3 dots) menu and Select sub-option Import to display the "Import: Choose Files to Import" Popup, then either Press: [CHOOSE FILE] and navigate to the Purchase Invoice/Credit Note to Upload OR Drag & Drop the Purchase Invoice/Credit Note into the Popup to display the "Import: Options" Popup

OR

Press the Import Queue Top Tab to display the import List and Drag & Drop the Purchase Invoice/Credit Note into the Window, then Click on the Purchase Invoice/Credit Note Line to display the "Import: Options" Popup

2. From the "Import: Options" Popup, from the Process With field, Select Document AI, then Press [NEXT] to display the "Import: Preview" Popup

⚠️ NOTE: If you Select Manual, you will need to manually enter ALL the data into the "Import: Preview" Popup.

⚠️ NOTE: Document AI is used to get as much of the Purchase Invoice/Credit Note information into the "Import Preview" Popup to reduce manual keying time, some editing will be required to enter/correct data.

1. From the "Import: Preview" Popup, Select the Supplier, then work through the Purchase Invoice/Credit Note's Details and Lines, Checking/Editing the data as required.

2. When finished, Press [IMPORT] to complete the import

💡 TIP: Following the import of a Purchase Invoice/Credit Note, it displays in the Purchases List and can be edited there if needed by unlocking.