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Sifterra Sifterra Docs

Supported documents

Sifterra supports common purchasing, sales, warehouse, and expense documents. The best results usually come from files that follow recognizable business layouts and contain the values needed to create or review a Business Central record.

Document types Sifterra supports

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Sifterra supports these document types:

  • Purchase invoices
  • Purchase orders
  • Purchase quotes
  • Purchase credit memos
  • Sales invoices
  • Sales orders
  • Sales quotes
  • Sales credit memos
  • Packing slips
  • Transfer orders
  • Expense receipts
  • Custom document types for specialized forms

What kinds of documents work well

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Sifterra is best for documents such as:

  • vendor invoices with invoice number, date, totals, and line items
  • customer orders and quotes
  • credit memos
  • shipping paperwork
  • receipts from hotels, parking, meals, fuel, or office purchases

Common examples

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  • A PDF invoice from a supplier can be turned into a purchase invoice draft.
  • A customer order form can be turned into a sales order draft.
  • A packing slip can be imported so warehouse details do not need to be typed manually.
  • A photo of a taxi receipt can be turned into expense lines for approval.

Picking the right document type

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The most important setup choice is the business outcome, not the file name.

Examples:

  • A vendor bill should use a purchase invoice document type.
  • A customer order form should use a sales order document type.
  • A restaurant receipt should use an expense receipt document type.

If two vendors send different invoice layouts but both should become purchase invoices, they normally use the same document type and different analyzers.

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