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Hi All,

I am trying to automate the bill creation under Purchases whenever I upload or receive a receipt for products purchased throughout the day.  I am a one man service company and need parts on the go instead of creating a vendor bill first.

 

The flow would work like this;

I go to the distributor, purchase parts, the receipt is emailed to me.  I setup up a trigger in my Thunderbird email to forward the receipts to WAVE where it is scanned. 

At this point I need to create a bill under PURCHASES for the Vendor in question and add the parts/materials, most of which are already in the database.

If the Parts are not found in current database, then the workflow should create a new part with price etc.and add to the bill.

Am i asking for too much?  I have ZOHO for email if that helps?

 

Hey @BigNosePoolGuy ,

 

Yes, that is possible. You can use app like ChatGPT to build to get data from scanned document.


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