Preferences > Supplier Preference

Supplier Preference Functionality will aid the user to get General Ledger code in an invoice auto-populated via OCR provided mapping is done for HSN code and Description. 

Firstly head over to Settings > Preferences> Supplier Preference:

Here, Click on the "+" icon to Select the Vendor for whose invoices this mapping is to be done.

Select the Supplier Name from the Dropdown. Once selected, the fields of Supplier PAN, Seller GSTIN & Seller Code will be auto-populated. Fill rest of the details.

In GL Determination* field > Click "+" Add GL Determination 

A new window will appear - Fill out HSN, Description & GL code details here. Click on Save. Do this for all Items for the respective Vendor.

GL codes mapped with HSN & Description will appear one after another. Click on Save. A particular GL Mapping can be HSN Based, Description Based or both.

Depending on this,

a. when OCR captures HSN only mapping - In Invoice Page line item GL will be mapped based on this reading.

b. when OCR captures Description only mapping - In Invoice Page line item GL will be mapped based on this reading.

c. when OCR captures Both(HSN & Description) mapping - In Invoice Page line item GL will be mapped based on this reading.

This depends on the configuration setup in Supplier Preference for that particular Supplier.

 The saved configurations will look something like above. Through the action button, the user can View, Edit, Deactivate or Delete this preference.

Once this configuration is done in Setting for each vendor, whenever an invoice is uploaded and OCR reads HSN, Description or both - Fields of General Ledger (GL) will be auto-populated.