Typing in invoices from the same suppliers every month costs time again and again, even though the task barely changes. For recurring suppliers, an automatic import now takes care of it, pulling the invoices straight from the supplier’s own billing interface.
Invoices and the totals the supplier itself reports are pulled for a period, first as a preview to check, then booked in one step, with the document filed right beside it. Running the import a second time books nothing twice.
Invoices paid from a credit balance rather than real money are deliberately left out.
What ports as-is
- Invoices and their official totals are pulled straight from the supplier
- The import can be previewed as a trial run before anything is booked
- A second run books nothing twice
- Each document is archived right alongside the booking
- Every record booked this way is marked as machine-booked
What we build for you
- The supplier and its interface for invoice data
- The access enabled for it
- The account, contact and voucher type this supplier books to
- The rule for what must never be booked
