How to enter supplier invoices with AI in Osos

Steps

1. 1

   Upload the invoice and AI reads it

   In “New supplier invoice” press “File” and choose the invoice, or “Camera” to photograph it. AI reads the supplier, invoice number, date, total, and VAT, picks the supplier by VAT number, and suggests the account. The orange box tells you the invoice will be recorded as an expense, and to change the destination if it is goods.

2. 2

   Review and save it as a draft

   Check the numbers against the paper, then press “Save as draft”. A draft has no accounting effect until you approve it.

3. 3

   Approve it from the Drafts tab

   The list opens on “Drafts” with your invoice in it. From the row menu choose “Approve” and confirm: it posts to the accounts and the VAT return, and can no longer be edited.

4. 4

   Or upload the whole month

   Press “Multiple invoices”, then “Choose a folder” or “Choose files”, or drag them into the window, up to one hundred files. You see a list of what you chose, and the same file twice is removed before upload. Then “Start reading”.

5. 5

   Review each invoice beside its paper and approve

   You move to “AI invoice review” while the invoices are read: a bar shows how many are done, and each invoice appears as a card beside its paper when it finishes. An invoice you already have shows as “Duplicate” with a link to the existing one, and is not created twice. Approve with one click, or edit if something differs.

6. 6

   Change the invoice account before approving

   If the card says “Default — review it”, AI put it on the general account. Press “Edit”, then “Detailed”, choose the right account from your chart in the line, then “Save changes”. A draft has no effect until you approve it, so editing it does not touch the accounts.

7. 7

   Find it updated in Drafts

   After saving, the list opens on “Drafts” with your invoice and its new account. Approve it from the row menu as in step three.