There are times when you receive an invoice from a vendor for which there is no purchase order in the system. These could be recurring bills, rent, etc.
You can still process them without the PO for approval.
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, ensure that the "Non-PO Invoice" box is checked. Generally, the system will extract information from the Invoice, however, ensure to go through all the fields like supplier, supplier invoice number, and other details such as taxes.
Enter line item details. Click on "Edit Line" to enter/change information on the line item/s.
6. Click on the "Submit Invoice" button to send the invoice for approval.