How to Use QuickScan Bill Automation via WhatsApp

Overview:

QuickScan Bill Automation in QNE AI Cloud Accounting revolutionizes invoice and bill processing. By enabling users to upload bills directly into the system through WhatsApp or other supported methods, it ensures faster data handling and minimizes manual errors. This guide provides clear, step-by-step instructions to help you make the most of QuickScan’s capabilities.

Scenario:

You’ve received several invoices or receipts, either in paper or digital format. Instead of manually entering all the details into QNE AI Cloud Accounting, QuickScan allows you to upload these documents via WhatsApp or other supported methods quickly. The system then extracts essential data—such as invoice numbers, dates, and amounts—and populates your records automatically, saving time and effort while reducing errors.

Solution:

1. Upload Documents to QuickScan

• Click the Upload button and select the files you want to process.
  

• First, register a phone number under QuickScan Settings to upload files via WhatsApp. This registered number will enable the system to recognize and process files sent via WhatsApp.
  

• You can also register multiple numbers to allow uploads from different devices or users.
  
  

• Alternatively, you can also click the Auto Settings button to register right away the phone numbers.
  
  

• Ensure that the uploaded documents are clear and legible for accurate data extraction.
  
  

2. Verify the Uploaded document in QNE AI Cloud Accounting:

• Once uploaded, there will be a message sent to the sender’s number.

• Navigate to the QuickScan Inbox in QNE AI Cloud Accounting to review the uploaded documents.

• Verify extracted data, including invoice numbers, dates, amounts, and details.

• Make any necessary corrections or additions before proceeding.

Application:

Suppose you manage a small retail business and regularly receive invoices from suppliers. Instead of manually entering invoice details, you can:

• Scan or forward digital invoices to the registered WhatsApp number or upload scanned copies directly into QuickScan.

• Alternatively, use another registered number configured under QuickScan Settings for added flexibility in managing uploads.

• Allow QNE AI Cloud Accounting to process the documents within minutes, extracting key details like invoice numbers, dates, and amounts.

• Review the extracted data in the QuickScan Inbox and post the verified entries to your accounting records.

This efficient process allows you to focus more on managing your business while ensuring your accounting records remain accurate and up to date.