Upload a supplier invoice, and review the line items before they are saved.

A PDF invoice is read and staged for review. You check and edit the line items, then commit only what you approve.

1. 01

   Upload the supplier invoice

   From Disbursements, choose Import from PDF and upload the invoice as it was received.

   Import invoice from PDF

   Import invoice from PDF

   Click to choose a PDF invoiceLine items will be extracted for review before anything is added.

   10MB and five pages maximum

2. 02

   Review the line items it found

   Every line stays editable, from description to amount, before it becomes a record.

   Review before committing

   Supplier

   InfoTrack

   Invoice number

   IT-448201

   Date

   27 Aug 2026

   Line items

   Council rates certificate45.00

   Title search28.50

   Planning certificate53.00

   Postage and handling9.90

   3 items selected · 126.50Start overAdd 3 items

   Every field is editable. Unticked lines are never created

3. 03

   Commit only what you approve

   A line you did not check is not written. What you approve lands against the right matter.

   Done

   Added 3 line items

   One record per line, on the table this widget writes to.

   Done

   All or nothing: a partial failure rolls the whole import back