Import vendor bills from documents
Use document import to create a vendor bill from a PDF, JPEG, or PNG vendor document. QuickStart analyzes the document and uses the detected information to prepare the vendor bill. Document import is available only when the feature is enabled for your account. Open Menu and select Payables > Billing > Vendor bills.
Before you begin
The Document import feature must be enabled for the account. Prepare one PDF, JPEG, or PNG vendor document that is no larger than 10 MB.
Import a document
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Open Menu and select Payables > Billing > Vendor bills.
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Select More actions > Import data.
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For Import type, select Document import.
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Upload one PDF, JPEG, or PNG file. The maximum file size is 10 MB. QuickStart analyzes the file and displays a preview.
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Review the extracted transaction, vendor, and item-line information. Also review whether the import plan will match or create the vendor and items.
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If the preview and planned actions are correct, select Import.
Selecting Import can create a vendor and items in addition to the vendor bill. If the preview identifies the wrong vendor or item, or proposes a record that you do not want to create, do not continue with the import.
The import runs asynchronously. Review its notification and import status before relying on the created transaction.
Document analysis uses AI-generated content. The import creates the vendor bill as a submitted, non-draft transaction. Before selecting Import, verify the vendor, dates, reference ID, lines, amounts, accounts, and other detected values against the source document. After the asynchronous import finishes, open the resulting vendor bill and confirm that the created transaction matches the document.
Review the imported document
When a vendor bill was created by document import, open its import preview. Use Summary to review the extracted information and Document to compare it with the source file.
Correct the vendor bill when the extracted information does not match the document. The import preview is available only for a bill that has a corresponding document-import result.