AI EasyScan

This function enables users to manage transactions more efficiently by uploading invoices, bills through WhatsApp. It performs instant data entry using AI-powered auto extraction, which supports images, documents and text.

Pre-requisite:

A. Setup OCR Category

B. Setup User Mobile Number

C. Registration

A. SETUP OCR CATEGORY

1. Go to Menu Bar > Tools > Options...

2. Select OCR > switch Account Code to following Category

B. SETUP USER MOBILE NUMBER

1.  Go to Menu > Tools > Maintain User....

2. 
Create New / Select the user who request for register

3. Enter mobile number registered with WhatsApp > Save

C. REGISTRATION

 1. Go Menu > [cloud] > AI EasyScan....

2. Go to Toolbar > [stickman icon] > Register Sender.....

3. Select the user who request for register > OK 

4. Click 'Copy Link To Clipboard' / 'Share' registration link to the user

5. The user will have 5 minutes to complete the registration before it expires.

6. After received the registration link, the user is required to:

    i. Click the link

   ii. Send the prefilled message with the mobile number registered.

  iii. WhatsApp will reply: 'You have successfully linked with [COMPANY NAME]', means the registration is completed.

7. Dialog show Registered Successful indicates the user complete the registration.