What Are We Trying to Accomplish?
It is not surprising that you, as the accountant will need to add suppliers from time to time. This is a simple process where you will add the sample invoice for the suppliers and then our team will help to create a template for you for this supplier.
Please Note: These new template requests do take time to create. For status updates, please pull your Invoice Template Status report under the Reports tab. The SourceDay team will not proactively upload any invoice file(s) for processing that are submitted as a template request.
How Do I Do It?
1) Click on the New Invoice button
2) Click on the Vendor dropdown
3) Select **New Vendor Invoice**
4) Click the Choose File button
- Select a PDF copy of the vendor invoice
- Make sure the invoice is not a scanned image
5) Click the Submit button
The invoice will be sent to our support team to build the template. Once the template has been built, it will appear in your Vendor dropdown.
Received an Error
If you received an error during uploading your invoice, please submit a ticket to our Support team so we can investigate this further at firstname.lastname@example.org