What Are We Trying to Accomplish?
Non PO Invoice functionality allows you to process, in SourceDay, those invoices that are not associated with a buyer PO. For example - you likely receive invoices for office supplies (pens, paper, paper towels, etc). Being able to process these invoices in the Invoice Automation Platform allows you to really have a one stop shop for invoice management, making things easier for you.
- Non PO functionality is currently available for Syteline, Epicor (Cloud/OnPrem), Netsuite, Visual (Standard and Global Financials)
- Other ERPs will be added over time
Pro Tip - If uploading, you must upload the invoices using the button "New Non PO Invoice"
-
If you use the "New Invoice" button, the PO will not move through the correct process and will end up in your "Pending Processing" tab
-
You can delete the invoice and re-upload using the correct button
-
Or email support@sourceday.com to enable you to transform a PO invoice to a Non PO backed invoice form the Pending Processing Tab & Needs Review Tab (Highly recommended if your suppliers are using email delivery)
Let's first get an idea of how non POs will flow through the process:
Before we do a deep dive here are some things to keep in mind:
- Non PO invoices can be either uploaded, or emailed in. If emailed, there is 1 email address for all Non PO invoices being sent into your company
- The "New Invoice" and "New Non PO Invoice" buttons are not interchangeable
- You will need to add your GL Segments and Accounts; Payment Terms, & set up Approval Groups (even if not using) prior to processing Non PO invoices
- Once you submit a Non PO invoice, you can no longer edit/change the invoice outside of your ERP
Don't worry, we will walk you through each of these areas step by step, most sections should take you no more than 5-10 minutes to walk through, even with watching all the videos.
Included in This Series
- Getting Started with Invoice Automation Non PO Invoices - Overview - You are here
- Setting Up GL Segments, GL Accounts, Payment Terms & Approval Groups
- Deciding on How to Get Non PO Invoices into SourceDay
- Processing Your First Non PO Invoice