What Are We Trying to Accomplish?
*Changes are coming. Keep reading for sneak peak of Invoice Automation updates at the end of this article.
You can manually upload invoices from your computer directly into the Invoice Automation 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
**Changes Coming Soon**
Invoice Automation (formerly Accounts Payable) is getting a new and improved interfase! Here's a sneak peak.
1) Click on 'New PO Invoice' at the top of the page.
2) Select the supplier invoice template you would like to use for your upload
3) Click Done when you are ready to start the matching process for your invoices
**Note: If you do not see your vendor listed, please select ***New Vendor Invoice*** from the drop-down.
Keep Learning
How to Request a New Vendor Invoice Template