Receipt & Document Processing

Upload receipts and business documents, and the AI will read, classify, and pre-fill the right forms for you. Supports images (JPEG, PNG, WebP, HEIC) and PDFs (up to 20MB).

Smart Receipt Processor

The Receipt Processor handles mixed receipts that may contain expenses, inventory items, and asset purchases on a single document.

1. Go to Receipt Processor in the sidebar (under Accounting).
2. Upload up to 5 images or PDFs.
3. Click Scan — the AI reads all documents and extracts structured data.
4. Review the color-coded cards:
   • Blue (Expense) — supplier, category, amount, tax, payment method
   • Green (Inventory) — supplier, items table with product matching, quantities, costs
   • Purple (Asset) — description, debit/credit GL accounts, amount
5. Edit any field, reclassify cards if needed, and click Submit All.

The system creates:

• Expenses in draft status (ready for review)
• Goods receipts with immediate inventory updates
• Journal entries for asset purchases (posted immediately)

Goods Receipts Direct Receive

Specifically for receiving inventory from supplier deliveries:

1. Go to Purchasing → Direct Receive.
2. Upload photos of delivery receipts (up to 5).
3. The AI extracts supplier, items, quantities, and costs.
4. Review and match items to your product catalog (with fuzzy search).
5. Submit to create goods receipts and update stock levels.

Products not found in your catalog can be added instantly with the Add as New Product button.

Document Processing Pipeline

The automated pipeline processes documents from multiple sources without manual intervention:

Collection Sources

• POS Cashout — receipt photos attached to cash-out transactions are automatically queued
• Telegram — document-type photos sent to your store's Telegram bot are auto-queued

How It Works

1. Documents are queued automatically from the sources above.
2. Every 5 minutes, the system scans queued documents with AI vision.
3. A confidence score determines what happens next:
   • High confidence expenses under ₱5,000 → auto-posted as draft expenses
   • Everything else → sent to Pending Review
4. Review queued documents at Document Queue in the sidebar.

Review Dashboard

The Document Queue page has three tabs:

• Pending Review — documents needing your review and classification
• Auto-Posted — documents the system processed automatically
• Failed — documents that couldn't be processed (can be requeued)

For each pending item, you can Approve (fill in transaction details) or Reject (with a reason).

Tips

• The Receipt Processor uses 30-40x fewer tokens than asking the AI Assistant to process the same receipt.
• Drafts are auto-saved to your browser every 30 seconds, so you won't lose work if the page refreshes.
• All receipt images are stored in the Gallery for future reference.