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Supplier Invoices will be automatically created once the email is processed. You can also see all emails processed under the Received Email History. Once a Supplier Invoice has been imported it can be edited if needed or Accepted. Once you Accept a Supplier Invoice the costs on the related Job will be automatically updated and the Supplier Invoice will also be pushed to your accounting package.
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If you'd prefer you can also manually import Supplier Invoices from the Supplier Invoices screen by clicking on the Import button and you can drop in the Supplier Invoice CSV/PDF manually. |
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NOTE: Automatic Importing should be assigned to a dedicated inbox as all emails will be marked as deleted once they have been processed by the importer. If you need a copy of each supplier invoice, you can configure your email account to automatically forward copies to a different mailbox. Alternatively you can configure your email to keep the deleted emails in the DELETED folder after a certain period. |
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