Suppliers can upload an Invoice PDF directly from the Invoices tab. Once uploaded, the system uses AI to extract Invoice data and highlight any missing or incomplete information for review.
Upload an External Invoice PDF
Navigate to Purchasing.
Select the Invoices tab.
Click + New Invoice.
The Select a Project pop-up will appear.
Select the required Project from the dropdown.
Click Next.
The Invoice page will open.
Click Upload Invoice PDF.
Select the required PDF file from the local drive.
Click Open.
Click Upload.
A confirmation message will appear: Invoice Uploaded.
The system will extract the Invoice details from the uploaded PDF.
NOTE: When an Invoice PDF is uploaded, the system uses AI to automatically extract and validate Invoice data. The AI Insight panel highlights extracted information and identifies any missing or incomplete details that may require review.
Review the extracted Invoice data.
Manually add or update any missing information.
Click Submit.
The Invoice will be submitted for processing
NOTE: Once the Invoice is selected, the uploaded PDF will be treated as a standalone non-PO invoice, and it will not perform any Purchase Order or GRN validation or the standard three-way matching process between Purchase Order, GRN, and Invoice.