Enter a sale, payment or expense by voice

Say what you sold, bought, paid or received into the microphone of the Ask panel, check the entry the AI prepares, and post it with one tap.

Instead of filling a form, say the entry: Paid Rs 3,500 for electricity from cash. The AI writes down what you said, prepares the entry and shows it to you. You post it with Post it, or cancel it.

A voice note in the Ask panel with the entry it prepared and the Post it and Cancel buttons

Before you begin

• Your company needs the AI add-on. See Switch AI on for your company.
• Your browser must be allowed to use the microphone. It asks the first time.
• The customers, suppliers, products and expense accounts you name must already exist. See All Customers, All Suppliers and All Products.
• To post it yourself, your role needs the right to make that entry, for example to create sale invoices for a sale.

Where to find it

Click the Ask button at the bottom right of any screen. The microphone is next to the send arrow.

Record a voice note

1. Click the Ask button.
2. Click the microphone. It turns red while it records.
3. Say who, what and how much, for example Sold 2 bags of cement to Ali Traders on credit.
4. Click the square to stop. A note stops by itself after two minutes.
5. Read Check this before it is posted: with what the AI heard, the entry, its lines and the total.
6. Click Post it to post the entry, or Cancel to throw it away.

After Post it, the panel shows the document number, for example Posted as SI-00231. After Cancel it says Cancelled. Nothing was posted.

What you can say

You say	The AI prepares
Sold 3 Basmati rice 5 kg to Sara Khan	A cash sale, paid in full, at the product's sale price.
Sold 2 bags of cement to Ali Traders on credit (or udhaar)	A credit sale for that customer.
Bought 10 cartons of oil from Ali Traders at Rs 4,200	A purchase bill, not yet paid. Say the rate for each item.
Received Rs 20,000 from Sara Khan	A payment against her unpaid invoices, oldest first.
Paid Ali Traders Rs 15,000 by Meezan Bank	A payment against that supplier's unpaid bills.
Paid Rs 3,500 for electricity	An expense voucher on your Electricity account, paid from your default payment method.

Say yesterday for an entry dated yesterday. Name a payment method, such as a bank, to pay from it instead of your default one. Name a warehouse, such as from Main Warehouse, to move the stock there instead of the branch's default warehouse.

If you ask a question instead, for example how much cash do we have?, the AI answers it like a typed question.

When the AI is not sure

• If it did not understand, it says Sorry, I did not understand. Please say it again: who, what, and how much.
• If two records match a name, it asks which one and lists them. Record the note again with the full name.
• If something is missing, such as the rate of a purchase, it asks for it.

What happens in the books

The entry posts exactly as the normal screen would:

• A sale becomes a confirmed sale invoice. Stock leaves the branch's default warehouse, or the warehouse you named, and your default bill taxes are added.
• A purchase becomes a confirmed purchase bill, with the stock received into the branch's default warehouse or the one you named.
• A payment settles the named invoice, or the oldest unpaid invoices first. It cannot be more than what is owed.
• An expense becomes a payment voucher: the expense account is debited and your default payment method (or the method you named) is credited.

Each document's note says it came from an AI proposal and a voice note.

Common questions

I tapped neither button. Is it lost? No. The entry waits in the AI Inbox for 14 days.

It says "You do not have permission to approve this." Your role cannot post that kind of entry. The entry stays in the AI Inbox for someone who can.

It says the payment is more than the open invoices. Record the extra as an advance on the receipt or payment voucher screen.

The microphone is blocked. Allow the microphone for this site in your browser's settings, then reload the page.

Is my recording kept? No. The recording is used to write down what you said, then dropped. The written words stay with the entry under What was said.

Can I do this from WhatsApp? Yes, from a registered number. See Ask on WhatsApp.