Purchases - in tray
We receive invoices by paper (with the goods) and some invoices by email, some invoices come paper as well as by email. What is the easiest way to streamline invoice entry? Do we need to scan all paper copies?
Forum Discussion
1 Reply
Hi Tracey_Tas,
The In Tray feature can help streamline invoice entry. If you get invoices by email, you can forward them directly to the In In Tray, and it will try to pull the key details for you. For paper invoices, you don't have to scan all of them, but scanning and uploading them to the In Tray can save time on manual entry.
If you're getting both email and paper copies of the same invoice, you could decide on one preferred method (e.g., always using the emailed version) to avoid duplicates.
Here's a guide to help you set it up: Working with uploaded documents.
Regards,
Sai
