Vendor bills from a document

1. The vendor. Chatboo looks it up by the tax id printed on the bill, then by name. If it is not in Contacts, the first step of the plan creates it with the name, tax id and address printed on the document.
2. The bill, in draft. Vendor, bill date, the supplier's invoice number as the reference, the document's currency when it is not yours, and one line per taxed base with the company's purchase taxes that reproduce what is printed (one VAT rate, or GST + PST on the same base, or a withholding) and the expense account that vendor's last bills used (or the one most used in the company). When no tax of yours matches the printed figures, the line goes without tax and Chatboo says which tax is missing.
3. Duplicates. If that vendor already has a bill with the same number, or the same total and date, Chatboo names it and proposes nothing.

Press Confirm and the draft opens. Several documents dropped together give one plan each, named after its file, vendor and total, so you confirm them one by one. Nothing is posted: the draft waits for the accountant like any other.

Till receipts and card slips. A till receipt (a simplified invoice) is a vendor bill too: the shop is the vendor, the receipt number is the reference. A receipt with subtotal and tax apart is read like a bill; one that prints only a tax-inclusive total gets its base worked out from the rate printed on it, and if no rate is printed Chatboo asks instead of guessing. A receipt without the shop's tax id is normal in many countries: the vendor is found by name. A card terminal slip is proof of a payment, not a bill: Chatboo never books it. It looks for a bill of that merchant with that amount around that date and tells you whether it is booked and paid, or that the receipt is still needed.

It needs the Invoicing app and the rights to create vendor bills, because the plan runs as you. A PDF with text costs one chat turn with your own provider; a photo or a scan is transcribed once by a provider with the Vision role.

On Odoo Community. Chatboo does this on Odoo Community, 14.0 to 20.0, with your own provider and your own key: it shows the whole plan before Confirm, creates the vendor when it is missing and warns of duplicates.

At a glance