How to send for digitalization and to confirm & approve bills

You can use Odoo’s Documents App to digitize your bills and confirm & approve them .

Send Bills for Digitalization

1. Please locate the bill you wish to digitize and verify that it has an attachment already included.

2. After that, Click on Send for Digitalization. 

3. To confirm if the data has been automated by AI in the fields, you can click the "Refresh" button and wait for the updated information to appear. Please note that this process may take some time.

4. Click "Edit" to update details, but if AI recognizes the bill format and details, no need to edit.

Confirm and Approve Bills

5. You have the option to either save it as a draft or save and confirm it. 

If you choose to save it as a draft, the bill will be retained in its current state. However, if you choose to save and confirm the bill, the journal entries related to the transaction will be posted.

6. After confirmation, you will notice that the transaction has been posted correctly. Remember that you can make changes to the posted transaction by clicking on "Reset to Draft".

Note: When uploading a billing document with new details and format, manual editing of invoice lines is necessary for AI familiarization. Subsequent bill documents with the same details and format will be automated based on previous related documents.