How to download transactions that have been approved and pushed to tally?
Download approved Purchase Expense transactions directly from the Archive in a ZIP file. Quickly retrieve processed vouchers for audits, record-keeping, reconciliation, reporting, or sharing while kee...
How to Upload Purchase/Expense Invoices?
Upload Purchase and Expense invoices to Accomation.io for automated accounting, AI-powered data extraction, ledger mapping, and seamless Tally integration. Quickly digitize invoices to reduce manual e...
How to use add purchase invoice manually?
Create Purchase invoices manually in Accomation.io when physical invoices or uploads are unavailable. Enter purchase details, choose the appropriate invoice type, and save the transaction for review o...
How Push to review works?
Move completed Purchase/Expense invoices from the Inbox to the Review section for verification before posting to Tally. The Push to Review feature supports maker-checker workflows, improves accuracy, ...
How Approve and Push to Tally works?
Approve completed Purchase/Expense invoices and push them directly to Tally in one click. This feature automates accounting workflows, reduces manual data entry, improves accuracy, and ensures purchas...
How to push transactions in Bulk?
Push multiple Purchase/Expense transactions to Review or directly to Tally in one action. Bulk processing saves time, reduces repetitive work, improves accounting efficiency, and accelerates high-volu...
How 'Delete' feature works?
Delete unwanted Purchase/Expense invoices from the Inbox to keep your accounting workspace clean and organized. Remove incorrect, duplicate, or unnecessary entries before processing, ensuring accurate...
How to use 'Configure' feature?
Customize the Purchase/Expense module by choosing which fields are displayed on the screen. The Configure feature helps accountants personalize their workspace, improve visibility, and streamline invo...
How to use 'Filter' feature?
Use the Filter feature in the Purchase/Expense module to quickly locate invoices using specific search criteria. Filter transactions by relevant fields to improve invoice management, speed up accounti...
How to use 'Chat' feature?
Use the Chat feature in the Purchase/Expense module to collaborate with your team, share comments, clarify invoice-related queries, and streamline accounting workflows. Keep communication linked to tr...
How to use 'Archive' feature?
The Archive feature stores all Purchase/Expense invoices successfully pushed to Tally. Easily search, filter, and download archived invoices for record management, audits, reconciliation, and future r...
How to create a ledger?
Create a new ledger directly from the Purchase/Expense module without leaving your workflow. Add ledger details, assign the appropriate ledger group, and use the new ledger immediately for invoice pro...
How to create stock item?
Create a stock item directly from the Purchase/Expense module to simplify inventory and purchase accounting. Add item details, save the stock record, and use it immediately while processing purchase i...
How to use Alternate quantity and stock conversion feature ?
Use the Alternate Quantity and Stock Conversion feature to manage purchase invoices with multiple units of measurement. Configure alternate quantities, define stock conversion rates, and ensure accura...
How to use Godown and batch feature?
Use the Godown and Batch feature to allocate purchase inventory across multiple godowns and manage stock batch-wise. Improve inventory accuracy, warehouse management, and seamless Tally integration wh...
How to use consignee ledger?
Use the Consignee Ledger feature when the Bill From and Ship From parties are different. Record separate billing and shipping details to maintain accurate purchase records, improve transaction trackin...
How to use export to excel feature?
Export all Purchase/Expense transactions to an Excel file in a single click. Download complete invoice data from the Inbox, Review, or Archive sections for reporting, reconciliation, audits, analysis,...
How to set off advance payments against invoices in purchase module?
Set off advance payments against Purchase invoices to automatically adjust outstanding balances. Link existing advances to supplier invoices, reduce manual reconciliation, and ensure accurate accounti...
Why Use the Purchase Expense Module?
The Purchase Expense module centralizes invoice upload, AI-powered data extraction, ledger creation, GST reconciliation, stock management, accounting validation, and Tally integration into a single workflow. By automating repetitive accounting tasks, businesses can reduce processing time, improve data accuracy, simplify GST compliance, and efficiently manage high volumes of purchase and expense transactions.
Upload Purchase Invoices
Upload purchase invoices and expense documents in supported formats such as PDF, JPG, JPEG, and PNG to begin automated invoice processing. Accomation.io uses AI-powered data extraction to capture invoice details, helping businesses reduce manual accounting work, improve processing speed, and maintain accurate purchase records.
Review Purchase Entries
Review the extracted invoice information before processing it further. Verify supplier details, GST information, invoice values, ledger mappings, expense categories, stock items, and other accounting fields to ensure every purchase transaction is complete and accurate before posting it to Tally.
Edit Purchase Entries
Modify purchase invoice details whenever corrections are required. You can update supplier information, ledger mappings, tax values, expense heads, narration, stock items, dispatch details, bill-wise adjustments, and other accounting fields to maintain accurate financial records.
Create Ledgers
Create new supplier or accounting ledgers directly while processing purchase invoices. This feature allows businesses to add missing ledger accounts without leaving the Purchase Expense workflow, ensuring uninterrupted accounting and faster invoice processing.
Create Stock Items
Generate new stock items whenever products listed on purchase invoices do not exist in your accounting system. Creating stock items during invoice processing improves inventory accuracy and supports seamless synchronization with Tally.
Import GSTR-2B
Import GSTR-2B data to compare purchase invoices with GST records and improve input tax credit reconciliation. The GSTR-2B import feature helps businesses verify supplier invoices, identify mismatches, strengthen GST compliance, and simplify tax reconciliation processes.
Push to Review
Move processed purchase invoices to the Review stage for verification before they are pushed to Tally. The review process supports maker-checker workflows, improves accounting accuracy, and helps organizations maintain stronger financial controls.
Push to Tally
After verifying invoice details, push validated purchase and expense entries directly to Tally with a single click. Accomation.io transfers accounting information efficiently, eliminating duplicate data entry and maintaining consistency between invoice data and accounting records.
Archive Purchase Entries
Access previously processed purchase and expense invoices through the Archive section. Archived invoices can be searched, filtered, reviewed, and downloaded whenever required for audits, GST reconciliation, supplier verification, financial reporting, or document management.
Manage Purchase Settings
Configure purchase processing preferences such as GST settings, ledger mapping, bill-wise adjustments, dispatch information, consignee details, stock management, and other automation options to align the module with your organization's accounting workflow.