Let’s split Sales and Purchases since they are two completely different worlds.
For Sales it doesn’t make any sense to generate a pdf from whatever software you want you use, scan it, make an OCR, map it, import it in Manager and so on.
I give you three solutions:
- The simplest, buy an online version of Manager, cloud or server edition, and compile the invoices from wherever you are in the world.
- You don’t want or can’t make it online? You can create a DB directly in Excel that both generates the invoices and create the raw script that is needed to batch create the invoices inside Manager.
- You need to use a different software (it is my case since in Italy we must use electronic invoices)? Create the invoice through the other software. Export the raw list of the transactions in Excel, make the conversion and batch create the invoices. I made this solution with a full day of work in Excel.
About Purchase invoices. There are many softwares that do localised OCR on a page. One of them is Arxivar and its so called “Plugin Manager” which gets raw data from wherever you want, even OCR, manage it and writes it in a different database. When I went to Arxivar Accademy to learn how to use it, one of the first thing that they told us was “don’t try to use it to acquire purchase invoice because you have no control of the format of pdf you receive”. So, even if you make a map for every supplier (don’t know how many you got on my side it would be impossible) you cannot be sure that you will have a correct result.
By the way, just to make you understand how error prone is the solution you have in mind, let me explain how they suggested to acquire pdf of sales invoices: you should simply map where to get the number on the invoices, query the database of your invoicing software to get additional data and write it inside Arxivar.