How Train My QuickScan Helps to Convert Document as Transaction

Creating keywords in Train My QuickScan helps to convert the documents as transaction in the system. Steps to do so are easy and the applications are infinite.

AI Module in N3 AI Accounting uses OCR technology to scan and convert soft and hard copies of transaction documents into transactions in the system. Utilizing the keywords that was saved by the user themselves,once system detected keywords from the scanning, it will automatically uses the corresponding GL Account that was pair with these keywords to create the transaction record in the accounting system. 

User can utilize Train My Quickscan to save keywords into their own system and reduce manual data entry work to minimal.

Scenario:

How to create keywords that can help user to convert the documents received into a transaction in the system?

Solutions:

1. Under Navigation Panel, go to AI Module > Train my QuickScan.

2. Click Add.

3. Enter the rules and criteria for detecting keywords.

1. Set Rule

• Name: Enter a name for the rule

• Conversion Type: Select which transactions the rule will be applied.

2. Add Condition(s)

• Match All Conditions: If ticked, all conditions must be met to perform the action, else any  of the conditions can trigger the actions

• Field Name: Fields available to be detected

• Condition: Options for comparison (Contains, Equals, Starts with, Ends with, Is Blank, In)

• Value: Condition Value

3. Automate Actions

• Assign: Fields to automatically fill in after meeting the condition

• Value: Value to fill input on the fields

SAMPLE:

4. Once done, click the 'Submit' button.

As shown above, upon detection of the keyword -  'ARABIC GOLD’ from the sales invoice, system automatically uses the correct posting GL account code when converting the document data into a Bill entry in the system.

System Scope: QNE AI Cloud Accounting / N3 AI Accounting