Prerequisites
Before you begin, ensure you have the following:
View and create permissions for the Invoice module.
Step-by-Step Instructions
Navigate to Invoices
Log in to ProcureDesk and navigate to the Invoice page.
Create a New Invoice
On the invoice page, click on "New Invoice" at the top right.
Upload the invoice on the next screen.
You can check the box to enable the system to extract the data from the invoice and click on Upload Invoice.
On the next screen, uncheck the "Non-PO Invoice" box.
If the invoice includes the PO number, the system may automatically link the PO with the invoice. If this doesn't occur, choose the purchase order # from the dropdown menu.
ProcureDesk will automatically copy the relevant purchase order data from the PO. Enter invoice # and check the relevant information.
ProcureDesk will copy all the lines from the purchase order. Edit the lines to match the invoice amount.
Click on the "Submit Invoice" button.
FAQ: If you see a matching issue, it could be because of a missing receipt issue or a unit price exception. Click on the link below to read more about resolving exceptions.