What Are We Trying to Accomplish?
I need to process Non PO backed invoices. Can I process these through SourceDay and if so how do I upload these Non PO invoices into SourceDay?
Answer
Yes! Good news is it's super easy to upload Non-PO backed invoices into SourceDay. The Invoice Automation tool will read these invoices a little differently than PO backed invoices. With PO backed invoices we are verifying every single line on the invoice. With Non-PO Invoices we are looking at the sub-total and summary charges. Users can then assign the appropriate GL Codes and run the Invoices through an approval process.
Depending on the complexity of the invoice a template may need to be created to read these invoices within SourceDay.
How Do I Upload Non-PO Invoices?
1) Click on 'Upload Non-PO Invoice' at the top of the page and drag your Non-PO Invoices to upload. 
Or below
2) Select the files to upload by using the drag and drop method of click to select from your computer. The files will appear in your Pending Processing Tab first.
Uploading is the easy part. And you can also send these Invoice in via email as well. You'll need to spend some time defining your GL Segments, Entering your GL Account Codes, and Setting up the Approval Process. Keep reading the articles below to learn how.
Keep Learning
- Getting Started with Accounts Payable Non PO Invoices
- How Do I Set Up Suppliers or Buyers to Email In Non PO Invoices
Spotlighting New Functionality
- Non PO functionality is currently available for the Visual, Netsuite, and Syteline ERPs. Since this is newly launched functionality, if you are interested in starting to use this functionality, please either click here to enter a ticket or email support@sourceday.com.
- This functionality is coming soon for Epicor (On-Prem and Cloud)
- Other ERPs will be added over time, but these will be the first launched to our customers