Invoices
Import vendor invoices instead of entering them by hand.
What is the Invoices screen?
Invoices is the inbox for vendor invoices — whether uploaded manually or received by email — with automatic extraction of invoice number, vendor, category, date, amount, and tax.
Why does this matter?
Like Bank-Statements, this saves you re-typing invoice details by hand and gives you a review step (via the Draft or Duplicate screens) before they become permanent records.
When would I use this?
- Uploading a vendor invoice you received
- Checking whether an invoice was auto-approved or needs review
- Looking up the line items or audit trail on a specific invoice
Before you start
You need access to the Invoices screen under Finance → Inex, and an invoice file to upload.
Reading the stats
| Item | Meaning |
|---|---|
| Invoices Received | Invoices received this month. |
| Drafts Created | Invoices turned into drafts, ready to review. |
| Pending Review | Invoices still needing action. |
| Auto Approved | Invoices approved automatically at high confidence. |
| Duplicates | Invoices detected as likely duplicates. |
| Failed Parsing | Invoices that require a manual fix. |
How to upload an invoice
- Open Invoices
Go to Finance → Inex → Invoices.
- Click Upload Invoice
Click Upload Invoice and choose your file.
- Review the result
Open the invoice's detail view (Overview, Line Items, Audit Trail tabs) to confirm the extracted vendor, amount, and tax are correct.
The invoice table
Each row shows the invoice's Files, Status, Invoice #, Vendor, Company, Category, Date, Amount, Tax, Currency, Source, and Received date.
Example
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