Email a request for a new supplier template to support@sourceday.com
15 or more sample invoices per template request - this will ensure that we can account for edge cases in the invoices
Invoices should have a similar overall look and feel
Invoice dates can vary greatly - they just need to be the same base setup
Send invoice examples that include all the special information you need
Examples include: freight, hazmat charges, taxes…
It’s ok if these do not appear on all invoices, we need a couple examples to train on the differences between invoices
Let us know if any of the fields need to connect to a GL Code
Submitting Your Suppliers
Email each template request separately (one supplier/request per email) with the details below:
Send to support@sourceday.com email subject: New IA Supplier Request - <Your Company Name> | <Supplier Company Name>
Include all sample invoices (15-20) - there should be examples for all of the “special” scenarios, the special scenarios do not have to be on every invoice
In the body of the message please include:
The key information you need captured (freight, hazmat charges, taxes, deposits…)
Number of expected invoices/month
Verify the vendor id(s) that will use this template
What To Expect from Us
A tracking ticket number to contain all communication start to finish for each template request
Estimated date of completion for your template
Testing of OCR tools to determine the best fit for your invoices
Thoughtful templating of invoices - including the special information you indicated
Proactive communication of any templating challenges on the tracking ticket
Confirmation once the template is completed and ready for use
Important Details
Don’t have 15 invoices from a supplier? Let us know and we can develop a plan.
If you are a new customer: As part of your go live strategy we will complete 30 templates for you. If we do not receive 30 template requests from you we will template what we do receive. Remaining templates will be completed on a monthly schedule until all templates are completed.
Building a successful template is a complex and thorough process and can take several weeks based on the template’s complexity and response to our OCR tools. If requests are received late or just prior to launch, you may not receive all templates by launch date.
