In addition to creating Purchases manually, you can also create Purchases automatically through OCR in Mekari Expense. In this case, you can upload Purchase transaction documents consisting of Expense and Purchase. The document upload can be done directly on the Purchase page or uploaded via email first. Check out the following steps.

1. Log in to your Mekari Expense account and select the Purchase menu.

2. Then click “Create Purchase”, then select “Invoice - Upload file”.
   

   Beforehand, you need to check if the quota for uploading Purchase invoices in the form of OCR is still available through the following OCR Credit. If the quota shown is 0/100, then you cannot upload Purchase invoices in the form of OCR. In this case, you can create a Purchase invoice manually by clicking “Direct invoice input”, or contact our support team to get additional Purchase OCR credit.
   

3. Then select the transaction type and document type to be uploaded.
   

   - For transaction type, you can choose either Purchase invoice or Expense.
   - For document type, you can select either invoice or receipt.
   - Each combination of transaction type and document type will produce a different OCR result. For example, if you combine the transaction type expense with the document type receipt, the OCR result will differ from the combination of transaction type expense and document type invoice.

4. Next, upload the transaction by dragging the file directly into the box, or click “Browse”.
   

   - The file types that can be uploaded are a single file in PDF, JPG, JPEG, or PNG format with a maximum size of 5 MB.
   - Clicking “Cancel” will reduce your OCR Credit quota.

5. You will then be directed to the following page. Here, you can edit the data displayed on the uploaded transaction document. Below is a detailed explanation of each column.
   

   No	Feature Name	Description
   1	Preview of the uploaded transaction document.	To view the appearance of the uploaded Purchase invoice transaction document.
   2	Details of the uploaded transaction document	List of uploaded transaction documents. Here, you can delete a document by clicking the following icon. - After clicking the icon, the following notification will appear stating that if you delete the transaction document, the previously listed transaction data and all Supporting documents will remain saved, and your OCR credit quota will be reduced. If you upload a new file, the previous data will be deleted and your OCR credit quota will also decrease. - After the OCR file is deleted, the Purchase transaction data will still be saved. - Then, if you click “Add document” and select the “OCR file” tab, you will be directed to upload a new OCR scan, and the old listed data will be replaced with the new one. In this case, the transaction data in the Supporting document will not change.
   3	Hide preview	Activate this toggle if you want to hide the transaction document preview.
   4	Add document	Click this button if you want to add supporting transaction documents.
   5	Vendor	Vendor name.
   6	Transaction no.	Transaction number (will be filled automatically).
   7	Transaction date	Transaction date.
   8	Organization	Organization or division submitting the Purchase.
   9	Reference no.	Reference number (optional).
   10	Due date	Due date.
   11	Requester	Person submitting the Purchase.
   12	Warehouse	Warehouse name on the Purchase submission.
   13	Term of Payment	Payment terms.

6. You can also edit the following columns.
   
   Notes:
    

   No.	Feature Name	Description
   1	Currency	Adjust the currency used in the Purchase transaction.
   2	Price include tax	Check this toggle if the price includes tax.
   3	Product	Product name in the Purchase submission.
   4	Description	Description of the created transaction.
   5	Qty	Quantity.
   6	Unit	Product unit.
   7	Unit price	Unit price.
   8	VAT	VAT (Value Added Tax) is a levy or tax imposed during every stage of production or distribution of goods or sales tax. Here, you can specify VAT for each Amount on the Product.
   9	WHT	WHT (Withholding Tax) is a tax collection system conducted by a third party. Here, you can specify WHT for each Amount on the Category Purchase.
   10	Amount	Transaction amount.
   11	Note	Notes (optional).
   12	Subtotal	Total amount.
   13	Attachment	Attach supporting files if needed.
   14	Total	Total.

7. Click “Submit for review” if the data on the transaction document is correct.
   
8. After clicking “Submit for review”, your Purchase status will change to Awaiting review.
   

9. Besides uploading Purchases directly through the Purchase menu in Mekari Expense, you can also upload transaction documents that were previously sent by the system via email. First, the system will send the transaction document via email and you will receive that email. Then, on the main Purchase page, the following notification will appear. Click “View” to see Unclaimed Purchases sent via email.
   

10. You will then be redirected back to the list of Purchase transactions sent via email. In this case, transactions from email will appear on the Purchase page with a Draft status. Next, click “Action”.
    

    You can filter data to distinguish between draft Purchases sent via email and draft Purchases created manually or with OCR scan by checking “Owned by me only”.
    

11. Then click “View details”.
    

12. You will be directed to the following page. Here, you can see the sender of the transaction document sent via email. Next, click “Action”.
    

    - Transaction documents uploaded via Email can be managed by anyone in Draft form, and if the document has been claimed or created, then the transaction document can only be managed by the person who created and uploaded it.
    - Transaction documents uploaded via the Bills page can only be managed by the person who uploaded and created the draft.
    

13. Then click “Edit bill”.
    

14. Next, you will be directed to the Edit purchase invoice page as shown below. Adjust the data in the following fields. Then click “Create” to continue.
    

15. After clicking “Submit for review”, your Bill status will change to Awaiting review.
    

That’s how to create a Purchase invoice using OCR. Also learn how to create a Bill manually through the Bills page in Mekari Expense.