Below is a guide on how to import items listed on a PDF to be transaction entries.
Follow the guide below for a step-by-step process for importing items listed in a PDF document into transaction entries.
Ensure that the Transaction import side panel widget is added on the Purchase Order/ Invoice page.
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Open Backoffice.
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Open to the relevant transaction page.
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Click the Transaction Import widget to open the file pop-up, then select the PDF file to import.
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Once selected, AI will analyze and convert the PDF to an Excel file.
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A pop-up with an Excel sheet listing the items will appear, allowing changes to the item entries.
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Click “Import” to add the item entries to the invoice/ purchase order grid.
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If items in the PDF are not yet in the system, a pop-up will appear to confirm whether to ignore them or create them.
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The items are then added to the invoice and can be removed or updated as usual.
