1. Visit BooksHub and Go to Review Screen
2. View Transactions
3. View an Invoice or Receipt
Click on any Row in the table to load its image on your right in the Image Viewer.
4. Validate Data
Validate processed data from the Invoice Image on your right
5. Click on Supplier Dropdown
The red color in any cell of the table denotes missing required information which need to be manually selected or entered (as applicable)
6. Search Supplier Name
In our case, the supplier is not present, so Type “TKS Services” in the dropdown textbox
7. Click on Add “TKS Services” option
8. Optional: Add Tax ID Number
9. Optional: Add Phone Number
10. Click on Add button
11. Success
You should now see that new supplier is added and automatically selected for that transaction.
