Invoice Reader
Upload your suppliers' invoices as PDFs or photos. Rim, Voltix's assistant, reads them and fills in the vendor, lines, accounts and tax codes. You check them before they go to SAP as draft AP invoices.
For companies with sap business one.
Upload invoices
- 1Open Purchasing → Invoice Reader.
- 2Choose the kind of invoices you are about to upload: - Service: services and expenses. Lines are coded to G/L accounts. - Item: stock purchases. Lines are matched to your catalogue items and a warehouse.
- 3Click Upload service invoices (or Upload item invoices) and pick the files, or drag them onto the list. PDF, JPG, PNG, GIF and WEBP files up to 20 MB are accepted.
Each file is read in turn. A file with several invoices in it becomes one row per invoice.
Check what Rim found
The list shows each invoice with its Supplier, Invoice number, Date, Total, number of Lines and Status:
| Status | Meaning |
|---|---|
| Needs coding | Something is missing, for example the vendor or an account. Open it and fill it in. |
| Coded by Rim | Rim filled in everything. Check it, then post it. |
| Ready to post | Someone checked it and clicked Mark reviewed. |
| Posted | Sent to SAP as a draft. |
| Failed | The file could not be read, or SAP refused the draft. |
Click a row to open Review invoice. Correct the vendor, Invoice number, dates and lines (description, quantity, price, tax code, and the G/L account or the item and warehouse). Your corrections are remembered, so the next invoices are coded better.
Rim, on the right, answers questions about the invoices in the list and can carry out instructions. Click Hide Rim to make room, Ask Rim to bring it back. On a phone Rim opens as a panel over the list.
The chips above the list filter it: To do (the default) shows everything not yet posted.
Post to SAP
Click Post to SAP in the review, or *Post n ready above the list to post every invoice that is Coded by Rim or Ready to post*.
Posted drafts appear in Purchasing → AP invoices with an AI badge. To take an invoice you do not want out of the list before it is posted, click its bin (Remove from the queue).