In Tray forwarding more than one invoice

Question

I would be interested to know how those using the In Tray process forwarding emails that contain more than one invoice? Sometimes a supplier sends multiple invoices attached to the one emails as a single 2-3 page PDF. At present I save the invoice as two separate pages onto my desktop &amp; drag each one to the In Tray. It is time consuming &amp; I have to remember to go back &amp; delete them off my desktop.&nbsp; Does anyone have a better way? Thanks in advance.&nbsp; Hope this makes sense.

yanike_s · Answer

Hi&nbsp;Yoko&nbsp;
&nbsp;
AccountRight will treat each PDF uploaded to the In Tray as a single document and allow for the document to be attached to one transaction.
This does mean that if you are provided with a number of transactions in a single PDF file you would be looking at separating that one PDF into those individual transactions before uploading to the In Tray.

yoko · Answer

Hi&nbsp;Yanike_S&nbsp;Yes.&nbsp; That is how I am processing the pdf's.&nbsp; I just wondered if there was a more efficient way of saving them as individual documents.Thanks

yanike_s · Answer

Hi&nbsp;Yoko&nbsp;
&nbsp;
As I mentioned before, AccountRight will treat each PDF uploaded to the In Tray as a single document and allow for the document to be attached to one transaction.
So if there are multiple transactions in a single PDF file you would have to separate one PDF into those individual transactions before uploading to the In Tray. I recommend using a PDF splitter tool, there are many free options available online.
&nbsp;
I am not aware of a more efficient way of saving them as individual documents.

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In Tray forwarding more than one invoice

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