Capture turns arriving paper into drafts instead of typing. Supplier bills and expense receipts come in; reviewed drafts come out. The company's capture settings live in System Setup → Document Management; working the inbox needs manage documents.
Two doors in. Upload, from the library's Capture inbox — on a phone, the camera opens directly, so a receipt is captured where it is received. Or email-in: connect a mailbox your company owns in Document Management's Document Capture (Email-in) settings, and every attachment mailed to it is fetched automatically into the same inbox. BlossomERP reads your mailbox; it does not issue you a new address. Every emailed capture keeps the envelope of the message that carried it — who sent it, its subject and its date — shown under its name in the inbox and in its Details (§14.4), so a filed bill can always answer how it got here; the sender and subject are also search fields (§14.4).
The read. A digital PDF is read from its own text; a scan or photo is read automatically (OCR). The reader picks out the supplier's name, the document number, the date, the currency, and the subtotal, tax and total — and keeps the lines too, where the lines reconcile with those totals. The supplier's name is matched against your supplier master. Anything uncertain is flagged, never guessed: a figure the reader is unsure of, a supplier it cannot match, lines that do not add up. The full read text stays stored with the file, behind the summary you triage from.
Triage. Each capture waits in the inbox with its summary and its flags until a person chooses. Clicking a capture's name opens the file itself in place (§14.4), so the paper can be read beside its summary before deciding:
- Create draft bill — a draft purchase invoice (Chapter 4): supplier from the match, or your pick when there is none; lines and tax carried across. The capture files itself onto the draft it created, so the paper and the bill are never separated again.
- Create draft expense — a draft expense payment (Chapter 7) carrying the payee and the total, for its accounts to be assigned in review.
- Attach to a record, File to library (into a folder you choose), or Discard — to the trash (§14.8).
- Suggested filing — when a filing rule matches the capture's sender or subject, its row offers the filing as a chip: File to {folder} — rule: sender @{domain}, or Attach to a {record type}. Confirming a folder chip files the capture there, exactly like filing it by hand; confirming a record-type chip only preselects the type — you still pick the record itself. A rule pointing into a closed period shows as blocked, with the period named, instead of failing when clicked. Nothing ever files itself: rules suggest, people confirm.
Filing rules are kept in System Setup → Document Management, beside the capture settings: match on the sender's address, on the sender's domain, or on words in the subject, and choose what is suggested — a library folder, or a kind of record to attach to. Rules are tried in the order listed; the first match is the suggestion, and a rule whose folder has been deleted simply stops suggesting.
A filed capture cannot be filed twice, and nothing captured is ever posted: a captured draft is an ordinary draft, living the same approve-and-post life as typed work (1.5). Capture removes typing, not judgement. And if the reading service is ever unavailable, uploads still land and simply wait as pending — the inbox never breaks because the reader is busy.