Invoice Receiving

Invoice Receiving is used for vendor invoices, inventory receiving, outside repairs, and other invoice image workflows.

Process

• Scan or upload the invoice image.
• Let the server OCR and classify the document.
• Open the invoice process center.
• Assign the invoice to inventory, a vehicle, equipment, or an outside repair record.
• Save the processed result.

Invoice images stay in the vault so the source document can be reviewed later.