OCR- Uploading Sales/Purchase Bill

Step 1

1. Go to the Dashboard and click Explore Now under Data Entry Automation.
   

2. On the left menu, select Transactions and click Upload Image/PDF.
   
   

Step 2

1. Choose the file you want to upload (image or PDF).
2. Click the Upload button.
   
3. The uploaded file will appear in the Transactions List.
   

**Note:**
Fields from the uploaded data will be automatically detected and matched with your invoice details. You can review and correct any errors here.

Step 3

How to Select and Verify Data

1. Header Section
Choose if the invoice data is "With Item" or "Accounting Invoice".

2. Invoice Details

• Fill in:
  • Voucher type, number, and date.
  • Party name and GST number (with additional details if required).
  • Sales ledger information.

3. Item Details

• Add items in the table with these fields:
  • Serial number, item name, quantity, rate, and amount.
• You can delete any line item if needed.
  

A. Configuration Options

- Use the Configuration Window to select the fields displayed during voucher entry.

- Fields include Voucher Date, Supplier Invoice No., Item Narration, etc. Save the changes once done.

4. Ledger Details

• Add or edit ledger names and their amounts.

5. Tax Ledger Details

• Add tax components like SGST and CGST with their descriptions and amounts.

6. Narration and Totals

• Enter any additional notes in the narration field.
• Review subtotal, tax amount, and total amount.

7. Save and Synchronize

• Save & Close: Saves the invoice and closes the screen.
• Save & Sync: Saves the invoice and syncs it directly with Tally.

**Important:**
- Ensure the Suvit Tally Connector is open during synchronization.
- OCR efficiency for capturing transaction data is 50–80% during the initial entry.

You May Find This Useful:

1. Sales/Sales Return
2. Purchase/Purchase Return