{"id":140695,"date":"2026-07-20T06:59:53","date_gmt":"2026-07-20T06:59:53","guid":{"rendered":"https:\/\/docs.daftra.com\/faq\/%d9%85%d8%a7-%d9%87%d9%8a-%d8%ae%d8%a7%d8%b5%d9%8a%d8%a9-%d8%b1%d9%81%d8%b9-%d8%a7%d9%84%d9%85%d9%84%d9%81%d8%a7%d8%aa-%d8%a8%d8%a7%d9%84%d8%b0%d9%83%d8%a7%d8%a1-%d8%a7%d9%84%d8%a7%d8%b5%d8%b7%d9%86\/"},"modified":"2026-07-21T08:21:48","modified_gmt":"2026-07-21T08:21:48","slug":"what-is-the-ai-upload-feature-which-form-types-does-it-support","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/what-is-the-ai-upload-feature-which-form-types-does-it-support\/","title":{"rendered":"What Is the AI Upload Feature? And Which Form Types Does It Support?"},"content":{"rendered":"<p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"268\" data-end=\"509\">The AI Upload feature allows you to create transactions within the system from a scanned document instead of entering the information manually. AI extracts the data from the document and pre-fills the\u00a0 form for you to review and save.<\/p>\n<p data-start=\"511\" data-end=\"540\">The feature works as follows:<\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\" dir=\"auto\">\n<li style=\"text-align: left;\" data-section-id=\"1bd0y1q\" data-start=\"542\" data-end=\"646\">Upload the document from the page of the desired form type using the AI Upload option.<\/li>\n<li style=\"text-align: left;\" data-section-id=\"mknz7z\" data-start=\"647\" data-end=\"809\">AI extracts the line items, quantities, prices, taxes, and client or supplier information, then matches them with the data registered in your account.<\/li>\n<li style=\"text-align: left;\" data-section-id=\"1wmty5v\" data-start=\"810\" data-end=\"957\">You can intervene manually when needed, such as selecting the client or supplier, adding a new product and ensuring tax compliance.<\/li>\n<li style=\"text-align: left;\" data-section-id=\"1kc0qu7\" data-start=\"958\" data-end=\"1070\">Review the pre-filled form, fill the remaining fields manually, then save the form as usual.<\/li>\n<\/ul>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"auto\">Supported Form Types:<\/p>\n<div class=\"qMYqUG_convSearchResultHighlightRoot\">\n<div class=\"\" data-turn-id-container=\"request-WEB:1694bb77-bacb-42da-b3f3-729f9c6a73f7-3\" data-is-intersecting=\"true\">\n<section class=\"text-token-text-primary w-full focus:outline-none has-data-writing-block:pointer-events-none [&amp;:has([data-writing-block])&gt;*]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\" dir=\"auto\" data-turn-id=\"request-WEB:1694bb77-bacb-42da-b3f3-729f9c6a73f7-3\" data-turn-id-container=\"request-WEB:1694bb77-bacb-42da-b3f3-729f9c6a73f7-3\" data-testid=\"conversation-turn-8\" data-turn=\"assistant\">\n<div class=\"text-base my-auto mx-auto pb-15 [--thread-content-margin:var(--thread-content-margin-xs,calc(var(--spacing)*4))] @w-sm\/main:[--thread-content-margin:var(--thread-content-margin-sm,calc(var(--spacing)*6))] @w-lg\/main:[--thread-content-margin:var(--thread-content-margin-lg,calc(var(--spacing)*16))] px-(--thread-content-margin)\">\n<div class=\"[--thread-content-max-width:40rem] @w-lg\/main:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\" data-conversation-screenshot-content=\"\">\n<div class=\"flex max-w-full flex-col gap-4 grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal outline-none keyboard-focused:focus-ring [.text-message+&amp;]:mt-1\" dir=\"auto\" tabindex=\"0\" data-message-author-role=\"assistant\" data-message-id=\"83a2972e-9647-4e2a-8ea7-80d7d738f18d\" data-message-model-slug=\"gpt-5-5\" data-turn-start-message=\"true\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden\">\n<div class=\"markdown prose dark:prose-invert wrap-break-word w-full light markdown-new-styling\">\n<ul>\n<li class=\"PDq2pG_selectionAnchorContainer\" data-start=\"32\" data-end=\"98\"><strong data-start=\"32\" data-end=\"42\">Sales:<\/strong> Sales Invoice, Sales Order, Estimate, and Credit Note.<\/li>\n<li data-start=\"100\" data-end=\"184\"><strong data-start=\"100\" data-end=\"114\">Purchases:<\/strong> Purchase Invoice, Purchase Order, Purchase Quotation, and Purchase Debit Note.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n<\/div>\n<\/div>\n<blockquote class=\"ml-2 border-l-4 border-[hsl(var(--border-300)\/0.1)] pl-4 text-text-300\" dir=\"auto\">\n<p dir=\"auto\"><strong data-start=\"0\" data-end=\"9\" data-is-only-node=\"\">Note:<\/strong> AI Coins (AIC) are deducted once the document has been successfully processed and are recorded in the AI Coins Consumption Report. Transactions created using AI Upload are marked with an AI badge in the transaction lists. Payment and loyalty points sections are also left for manual entry.<\/p>\n<\/blockquote>\n","protected":false},"author":17,"template":"","categories":[2155,2151,2195,2189,2154,2196,8087,2153],"tags":[],"class_list":["post-140695","faq","type-faq","status-publish","hentry","category-sales-invoice","category-invoices-operations","category-purchase-quotations","category-purchase-orders","category-estimates","category-purchase-invoices","category-sales-order","category-refund-receipts-credit-notes"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What Is the AI Upload Feature? 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