The Mission
One of the major benefits of SourceDay's Invoice Automation application is the ability to make invoices "touchless". We do this by combining two features:
- Ability for suppliers to email invoices directly into SourceDay for processing
- Ability to auto-voucher invoices that fit within certain rules
These invoices take manual work off of you, the accountant, so that you can focus on the areas where you need to investigate invoices that are not so clear cut. To complete this mission you will need to complete two of our more popular learning paths:
Let's take them one at a time.
How to Onboard Your Suppliers
When onboarding your suppliers you will be completing the following tasks:
- Submitting invoices to be templated
- Communicating with your suppliers about what to expect
- Adding Billing Contacts and setting up email preferences
- Sending out the supplier specific email to send invoices to
We will walk you through each step in order to lead you and your suppliers to success
Setting Up Auto-Vouchering
For auto-vouchering, you are basically just automating the invoices that come through with the values on the receipt, invoice and PO matching. These would be invoices that you might typically spot check, but would usually just pass through to be vouchered. These can be set up based on the supplier and based on the times of the month.
Auto-vouchering can be completed in less than 3 clicks for each supplier and even be set up for multiple suppliers at once