Import a supplier invoice
Upload a supplier's PDF and review each line before it is added as a record.
Add the import button
Open a dashboard and click Edit layout. Click Widgets, then Input, then Invoice import.
Open the widget's settings. Pick the table the lines go into and the field that holds the record they belong to. Click Save layout.
Invoice import (PDF)
Required
Optional
Upload the PDF
Click Import from PDF. Drop the file or click to choose it. Click Upload.
The lines are read from the file. Wait for the review screen.
Import disbursements from invoice
Check every line
Check the supplier, invoice number and date at the top. Each line shows its description, amount and the record it was matched to.
Untick a line you do not want. Fix a wrong record with the picker on that line. Confirm the GST rate where it is asked.
Click Add with the count of lines you kept.
Import disbursements from invoice
Supplier
Invoice number
INV-2048713
Date to record
260506: Nguyen Holdings - Commercial Lease Review
260599
2 lines selected ยท $29.50 ex GST + $2.95 GST
Done
The lines appear in the table. Click Close or import another file.
Import disbursements from invoice
Added 2 disbursements