Watch a quick video showing you how to use the auto invoice import:
Why would I need to use this?
If you receive PDF invoices from your suppliers it makes sense to be able to enter these into Commusoft easily without manually typing. This feature means all you need to do is click, drag and the rest is done for you!
What if I want the supplier invoice connected to a job?
Simple, just go into the job, open the costs tab and drag the invoice into there. It works in the same way, but it will be against the job too.
I don't see this in my Commusoft.
This is probably due to your subscription to us. This feature is available on the automation plan and above. If you'd like to use this, please contact Commusoft sales.
My imports aren't working at all.
This may be due to you not setting the correct template against the supplier, or having a default nominal code. These two areas are important in the automation of this feature.
What if I need to change the nominal code for one or more items?
You can go into the invoice after it's created and alter anything within the invoice if needed.
Can I upload more than one file?
Yes, in the example above, there were 3 invoices in one file (but you can also add multiple files at once, just select them all, then drag them into the screen) and it will create separate invoices in Commusoft.
What size files can I upload?
Each file should be less than 5mb.
You may see some errors:
- If there are no line items, the invoice is not created (email is received with error details).
- If there is no invoice number, the invoice is not created (email is received with error details).
- If there are blank line items, or have 0 in quantity or price, that line is skipped (notification for successful import/creation, but email is received with error details).
- If there is no PO in cs but there is one on the invoice pdf the invoice is created in cs (notification for successful import/creation, but email is received with error details).