AI Voucher Scan in BUSY: Scan Bills and Create Vouchers

Important Points to Note

• Supported in BUSY MAGIC Version 1.2 and above
• Supports PDF and image file formats (.jpg, .jpeg, .png)
• Supports up to 10 pages per purchase bill
• Not available in Demo Mode
• An internet connection is required

Step 1: Open the Purchase Voucher

Go to the Purchase menu and click the + icon to open the Create Purchase screen. Click Scan in the top-right corner.

Step 2: Upload the Purchase Bill

Select an image or PDF from your local files. BUSY scans the document and captures the available invoice details. Any details that cannot be identified are flagged for review.

Step 3: Create or Map the Supplier, If Required

If the supplier is not already available in BUSY, create a new supplier master or map it to an existing master. Click Proceed after completing the mapping.

Once mapped, BUSY can identify the supplier when processing future invoices from the same supplier.

Step 4: Create or Map the Unit, If Required

If the required unit is not available in BUSY, create a new unit or map it to an existing unit. Click Proceed to continue.

Step 5: Create or Map the Item, If Required

If an item is not already available in BUSY, create a new item or map it to an existing item master.

When creating a new item, make sure you select the correct Tax Category. Click Proceed to continue.

Step 5: Review and Save the Bill

Review the captured bill details carefully, including the supplier, items, quantities, rates, taxes and invoice total.

Make any required corrections and click Save Bill once the details are verified.