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Bill Scanning

Using the Bill Scanning and Etransfer Forwarding feature - for Professional and Enterprise Customers

Karyn Millar avatar
Written by Karyn Millar
Updated over 2 months ago

From the Web

  • To scan a bill go to Accounting>Approvals

  • Under Pending Approvals select the Scans tab

  • Click on Upload Bills and upload your invoice/bill document

  • Click Save

  • Please give the system a moment to update and refresh the page if needed

  • Go into the line item that you just scanned and review the information to confirm the accuracy and make edits if needed

From email

  • Send your bills and forward Etransfers to [email protected]

  • *Please note that the email you are sending from must be recognized in our system as a users email address.

From the Manager App

  • Select the Scan icon on the top right

  • Scan your bill from the paper in front of you or from your computer screen

  • This will then appear on the Scan tab in Approvals

Approve or Decline the Scan

  • Go to the Scans and Approve or Decline the bills

  • Approving will create a payable

  • You cannot scan the same bill twice

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