Brief Description:
In this section we will explain how to create a non-PO based invoice by uploading a PDF copy of the invoice.
Steps Involved:
- Navigate to NON PO INVOICES option listed on the left-hand side menu. Choose UPLOAD/VIEW option.
2. Now drag and drop OR upload the PDF copy of the invoice in below area.
3. Click Upload once the PDF copy of the invoice is uploaded.
4. Once the invoice is uploaded, it appears in “Uploaded Documents” tab right below with the status IMPORTING.
5. Once the Invoice data is extracted, the status changes to “To Validate”. Now click on the VALIDATE INVOICE button as shown below.
6. The invoice will open for your review with the extracted data.
7. Now review the invoice data that was extracted from the invoice including line-item description, Qty, unit price and payment terms.
8. Make sure to select the approver name from the drop down and the company code
9. When the invoice has all the correct values including miscellaneous charges and taxes, please click UPDATE INVOICE.
10. Now review the final invoice that will be submitted and click GENERATE INVOICE. That’s all.