Thanks to the LAD OCR, some invoices recognized by the system can be sent directly to the accounting department.
Indeed, when the LAD OCR is recognized, if the supplier or customer is recognized, that the accounting history of the latter is known in the accounting software, and that the amounts and number of the invoice are similar to the invoices already posted, Image will then offer you to send the document directly to the accounting department.
When selecting a folder, and if documents are ready to be recorded, the “Ready to record” button will appear at the top right (these documents can be identified in the “Archives” section with the status “Automatable”)
Once you have selected the menu, you will find the list of documents ready to be sent to the accounting book, with the details of each invoice.
You have the possibility of clicking on a line to obtain the details of the accounts and VAT. You can also view the document with this button “
” to check it.
You then have 2 possibilities:
Validate the recording in accounting: to do so, you must check the invoice(s) to be sent
Refuse to record it to the accounting soft, if, for example, the entry is incorrect or if you decide not to send this document, all you have to do is leave the invoice(s) unchecked
Finish your action by clicking on “Send” and all checked invoices will then be sent to the accounting department. Unchecked invoices will be removed from the “Ready to send” space, and will be waiting for entry.