Scan Chat Reference Export

Manual scan chat handoff

Export current COA + KYN category structure

Download the live reference pack before scanning real invoices so the scan chat can suggest better categories, COA labels, and document classifications.

Download Full JSON Reference Download Scan Chat Prompt TXT

KYN categories

Includes quick-added live categories.

COA / GL accounts

349

295 posting accounts.

Companies

Includes UNKNOWN fallback.

Document types

Food, bills, fuel, statements, repairs.

Recommended scan-chat workflow

Download the Full JSON Reference from this page.
Upload that JSON into the Manual Invoices Upload / Scan / Integration chat.
Tell the scan chat to use the reference for KYN category and COA/GL suggestions.
Scan/upload real invoices there and ask it to produce one standardized JSON file per document.
Upload the result JSON into Import / Scan Review here.
Review, save learned name/category mappings, and finalize only after the safety preview is clean.

Important: The reference pack should improve category and COA decisions, but scanned financial values still come from the current document. Do not let old/reference data replace current quantity, rate, tax, discount, amount, subtotal, total, or payment values.

Copy/paste instruction for the scan chat

I am uploading the current live KYN Food Cost scan reference pack from the app. Use it to make better suggestions for KYN category paths and COA/GL labels while manually interpreting invoices/receipts/bills.

Use the reference pack for:
- KYN category suggestions
- COA/GL account label suggestions
- company code hints
- document type classification
- food/inventory vs packaging vs ledger-only classification

Do NOT use the reference pack to replace scanned financial values. Quantity, rate, price per lb, discount, tax, line amount, subtotal, total, and payment total must come from the currently scanned document.

If an exact KYN category ID or COA account ID is clearly present in the reference pack, include it. If unsure, set the ID to null and include the readable category path / COA suggestion instead. When unsure, use Needs Review and add a clear review flag.