Record what you spend on suppliers
Photograph supplier invoices and delivery dockets, or forward them by email. Diract reads each one into its supplier, number, date and total, and compares this week's spend with last week's.
On this page
Upload photos of your invoices
On Quick Glance, click Upload photos on the Supplier invoices card. On a phone this opens the camera. You can also open Tools, then Supplier invoices, and click Upload photos at the top of the page.
Choose every photo at once, including each page of a docket that runs to two pages. A bar counts the photos as they are read, which takes about half a minute each. When it finishes, a line says how many invoices were read and whether any looked like ones you already have.
Pages with the same supplier and docket number become one invoice, so a two page docket counts once.
Forward invoices by email
At the bottom of the Supplier invoices page, Forward invoices by email shows your workspace's own address. Click Copy address and forward invoice emails there, or ask a supplier to send them there directly.
Diract reads each PDF or photo attached to the email the same way as an upload, and checks it against what you photographed.
Choose which copy to keep
A docket can arrive twice, from two photos or from a photo and an email. The second copy waits under Check these, and no total counts it until you choose. Its amount shows struck through in the list.
Click it to open the invoice. Choose Keep this one, Keep the other one, or They are different, keep both when they really are two invoices. The copy you do not keep moves its photos onto the one you keep, so every picture of the docket stays together.
Check and correct an invoice
Click an invoice to see its photos, the figures read off them and every line. Click a photo to see it full size.
Change anything that was read wrongly and click Save changes. Click Mark as checked once the figures match the docket. An invoice nobody has checked shows Not checked yet in the list, and still counts towards the week.
If a photo could not be read, it waits under Not counted with Read again beside it. You can also enter that invoice by hand.
Enter an invoice by hand
Click Enter an invoice, or the + on the Quick Glance card. Fill in the Supplier, the Date and the Total, and if you like the amount before tax, the tax, the invoice number and its lines. Click Create.
An invoice number that matches one already saved from the same supplier is saved as a copy, and you are asked which to keep.
Compare the week and the year
The card and the top of the page show what was spent this week, what was spent last week, and how many invoices need checking. The arrows beside the week's dates move a week at a time, and This week brings you back.
The list groups invoices under each supplier with the supplier's total, and starts on this week. This month and All time widen it. Spent each month charts the whole year, and its arrows move a year at a time.
A business with more than one store chooses the store at the top of the page. The card on Quick Glance shows the store you have open.