Supplier invoice capture
Reads supplier invoices from the inbox, checks them against orders, codes them and posts them as drafts for approval.
- Starts when
- A supplier invoice arrives by email.
- What you get
- Bills posted the day they arrive, with every line checked.
- Works with
- Gmail, Xero, Google Drive
One run, step by step
- 00:00PDF invoice from a materials supplier arrives.
- 00:05Supplier, amount, VAT and line items extracted and checked against the PO.
- 00:06One line does not match the order. It is flagged with the difference.
- 00:07Draft bill created in Xero, coded to the right job and account.
- MorningApprover sees one flag, resolves it, and approves the batch in two minutes.