User Instruction Manual for KlearStack

Purpose

The purpose of the product documentation below is to describe the functionality of KlearStack 6.0.6. For more information contact askme@klearstack.com

Getting Started

Overview

We Process Supplier Invoices end-to-end, without Defining any Templates! Using artificial intelligence, KlearStack 6.0.6 automates the capture of invoices and expense reports so that you can quickly pay your payables, with fewer exceptions and lower costs. With KlearStack 6.0.6, we can automate the tedious process of entering unstructured documents.

Documents we Process

We process a wide range of Documents and are constantly expanding our list. The documents we currently support are:

• Invoices
• Receipts
• Purchase Orders
• Insurances
• Nach
• RFQ and
• Many more

User Categories we Support

We presently support three different user categories:

1. Admin: Full rights and access to all KlearStack UI components
2. Approver: Intended for document review and approval without User management access
3. Creator: For uploading invoices without approval rights

Overview of KlearStack UI

KlearStack has a robust and configurable UI with multiple functionalities:

• Highly efficient and accurate invoice processing
• Multiple document type support
• High customizability
• Ability to learn from mistakes and retrain
• Account management for documents
• Integrated with QuickBooks
• Support for both Indian and Non-Indian Tax systems

Functionality

• Home Page: Offers summary insight and document management features.
  • Ability to upload single or batch of documents.
  • Approve or delete multiple invoices at once.
  • Filter documents using keywords.

Detailed View of Documents

Major features include:

• File Name: Shows the name of the file being worked on.
• Download: Allows download of the Document.
• Delete: Facilitates deletion of unnecessary files.
• Document Image: Standard image of the document displayed.

Configuration Settings

KlearStack allows users to alter multiple settings:

1. Fields Switch: Choose visible fields for documents.
2. Selected Modules: Configure required document types.
3. Image Type: Choose processing for speed or accuracy.
4. Download Format: Options to download processed documents in various formats.

Insights

Insight UI provides graphical metrics on KlearStack performance:

• Accuracy Graph: Shows the percentage of corrected fields.
• Uploaded and Approved Graphs: Tracks documents uploaded and approved over time.
• Field-wise Accuracy: Allows insight on specific fields by time period.

Working with KlearStack

Steps to get started with document processing:

1. Login to KlearStack using provided credentials.
2. Change the password under “Change Password” tab.
3. Navigate to Invoices tab and upload the Document.
4. Validate and approve the document once processed.

Important Notes

• KlearStack supports various file formats including PDF, JPG, BMP, and TIFF.
• Users should upload only one invoice per file.
• KlearStack aims for continuous improvement and retraining of AI/ML models to enhance accuracy.