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.
We have found that by having a greater number of invoices helps us create a stronger template for you that can reduce support tickets and provide you with better data more quickly.
Click here to see the new process for submitting templates.
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.