Sending PDF documents to OCR reading and receiving an eInvoice – ePostOCR workflow

For sending a PDF document and receiving an eInvoice, use the ePost OCR workflow.

This is an example of performing the desired workflow.

CASE SUMMARY You received an invoice from your supplier, Post SLO Ltd. After uploading the PDF invoice into Documentation, you want to convert it to eInvoice so that you can then import it to PANTHEON. For this supplier, you want to import invoice data summarized by tax rate. Follow the steps below.

In the main menu, navigate to Settings | Documentation | Documents and find the desired document.

The invoice shows lines and, in the bottom, there is the Tax Summary section with different tax rates where amounts are summarized by these tax rates, as shown in the image below.

You want to import the invoice summarized by tax rates. First, in the Subjects register tree structure (left menu) in eServices section, select vat-rate-invoice for lines summarized by tax rate, as shown in the image below.

In the main menu, navigate to Settings | Documentation | Documents.

In the toolbar on the Documents form, click on the Wizards button and in the menu select the option to run the desired ePost OCR workflow.

The workflow sends the PDF to OCR reading and as a result, you receive an eInvoice.

The JSON eInvoice is attached to the existing invoice in Documentation, as shown in the image below.

Then you want to import the received eInvoice to received invoices in PANTHEON.

HINT Read more technical information about the ePost OCR workflow and its elements in the Guide for PANTHEON.  You are also invited to watch the video.

IMPORTANT The quality of the received eInvoice highly depends on the scanning quality. You can find recommendations for scanning at this link.