Smart Aggregation

Using smart aggregation, users will be able to auto-fill the details in an invoice from different other trusted sources like QR code, GSTR2A, EWB, Derived Field (GSTIN) etc

Guide to set Smart Aggregation

Step 1: Go to settings and select Smart Aggregation under local settings

Step 2: Set Smart Aggregation source

Click on Edit and for a field to be auto-populated choose from the options available from the dropdown

Step 3: Once you have made the desired changes click on Save Changes

(Please Note: The updated Smart Aggregation settings in step 2 will only apply to invoices which are ingesting in Capture after the new settings were saved.)

Step 4: Start ingesting invoices in Capture and wait for digitisation to complete

Step 5: Click on View for an invoice that you want to review and go to Extraction issues

Step 6: Review the fields that have been extracted

Please note:

1) If the field has been successfully populated then you will see a green icon with the source name

2) If the field has not been successfully populated then you will see a red icon with the source name

3) In case of where GSTR 2A and EWB have nor been fetched for a document you will see a loading sign

4) Smart aggregation for a field will not happen in case if it was manually edited and saved by you in the invoice review screen before the auto-population could happen using GSTR 2A, EWB and Field data

5) Derived field option in case of Buyer/Vendor state code and name will allow you to auto-populate the respective fields using the first 2 digits of OCR extracted buyer and supplier GSTIN