TABLE OF CONTENTS
In Document Scanner, the documents that had been uploaded from CA Uploader are accessible here. You can direct upload documents and convert them to Invoice, Purchase Invoice and Cash Book Entry.
To access Document Scanner, go to Tools (1) > Document Scanner (2).
No. | Functions | Description |
1. | + Upload | Allow user to upload PDF and Images directly at Document Scanner without using CA Uploader |
2. | Convert | Convert uploaded document ( Invoice, Purchase Invoice, Receipt Voucher, Payment Voucher ) |
3. | Delete | Delete document from File Name |
4. | File Name | Uploaded documents from CA Uploader and direct upload from Document Scanner will appear under File Name |
Convert Files from CA Uploader
1) To convert the file uploaded from CA Uploader, click once (1) on the file > Click on ‘Convert’ button (2) > Select File Type (3) that you wish to convert to.
E.g: Convert Unifi Bill to Payment Voucher.
*The Unifi bill used is for example purpose only.
2) A pop-up ‘Select document model type’ will appear. In this case we will select custom (4) for Unifi Bill. After confirm, click ‘Create’(5).
3) Document Scanner will convert the information from the Unifi Bill. You may check/amend the details needed (6). After confirm, click ‘Create’ (7).
4) A new Payment Voucher window will appear, continue to amend and click Save/Approve (8) once done.
Upload from Document Scanner
1) Click ‘+Upload’ (1) button, a pop-up for upload file will appear, click on ‘Click here to browse’ OR directly drag and drop (2) file into the windows.
If use ‘Click here to browse’, select file (3), and click Open (4).
2) Once the file is selected, click on Submit (5).
3) A message ‘File(s) uploaded successfully’ will prompt and you should be able to see the file uploaded under File Name.
4) To convert the uploaded file, click once (1) on the file > Click on ‘Convert’ button (2) > select file type (3) you wish to convert to. E.g: Convert to Invoice.
5) Document Scanner will convert the information from the file uploaded. You may check/amend the details (4) needed. After confirm, click ‘Create’(5).
6) A new Invoice window will appear, continue to amend and click Save/Approve (6) once done.
By: Rotcana 241120