What Are We Trying to Accomplish?
You can manually upload invoices from your computer directly into the AP platform. Once uploaded, invoices will start processing and go through SourceDay's three-way matching. You can find invoices currently processing under the Pending Processing tab.
How Do I Do It?
1) Click on the New Invoice button to open the Upload Invoice screen
2) Select the supplier invoice template you would like to use for your upload
3) Upload your templates
- Drag and drop or click the box to select and upload the PDF invoices for the selected supplier
- Once invoices have been uploaded, the PDF name will be marked with a green checkmark
- Continue to upload invoices for the selected vendor company only
4) Click the Done button when you are ready to start the matching progress for your invoices