When the program read a draft wrong, press Citește cu AI (Read with AI). The text of the document goes to Opensolr’s AI, which reads it again. Its values only appear next to the program’s; nothing changes until you take them.
01 · Read it
- On the draft, in the Citește cu AI (Read with AI) panel, press Citește cu AI. The same button is on the page of the document, under Factură primită (Received invoice).
- The page comes back with the message Citit cu AI: valorile lui sunt lângă cele ale programului; preia-le pe cele corecte. (Read with AI: its values are next to the program’s; take the ones that are right.) The panel says when it was Citit ultima dată (Last read).
- You can read it again at any time. Reading too often in a short while is refused for a little while.
02 · What the AI reads
- Every field of the table: kind, supplier, country, fiscal code or VAT number, trade register, address, IBAN, number, the invoice a credit note corrects, date, due date, service period, currency, exchange rate, amount without VAT, VAT, total, payment method, card digits, reference and reverse charge.
- TVA pe cote (AI) (VAT by rate (AI)): the base and VAT of each VAT rate on the invoice. Preia aceste cote de TVA (Take these VAT rates) puts them on the draft.
- Rânduri (AI) (Lines (AI)): each line of the invoice, with description, quantity, unit price, amount and VAT rate, to compare with the document.
- Whether the invoice sells goods or services, which helps choose the VAT regime of a supplier from the EU.
03 · Take the right values
- In the AI column of the table, choose the values that are right, then press Preia valorile alese (Take the chosen values).
- Or press Preia toate valorile AI (Take all the AI values) when the whole AI reading is right.
- Every answer of the AI is checked: the amount without VAT plus the VAT must give the total, and each VAT rate must match its base and VAT. A value that fails is marked nu se potrivește (does not add up) and is left out when you take all of them.
- The supplier, the VAT regime, the account and the bank movement are worked out again from the values taken.
04 · When it cannot read
- Without an Opensolr account there is no AI. The panel says Citirea cu AI are nevoie de contul Opensolr al firmei: fără el documentele sunt păstrate, dar nu sunt citite, și nu există AI. (Reading with AI needs the company’s Opensolr account: without it the documents are kept but not read, and there is no AI.)
- A document whose text is not read yet cannot be read with AI either: Documentul nu are încă text; poate fi citit cu AI după ce i se extrage textul. (The document has no text yet; it can be read with AI once its text is extracted.)