Suppliers can email invoices to Compleat’s E-invoicing portal using your organisation’s unique Compleat email address. Once an invoice is received and providing the invoice has a known purchase order, and the amount(s) correspond with the related receipt or approved requisition (Purchase Order), Compleat automatically processes the invoice match.
Compleat accepts invoices of various formats such as intelligent PDFsIntelligent documents are electronic documents with more functionality than a page designed to emulate paper. Formats include PDF from Adobe, InfoPath from Microsoft, and XForms from W3C. ... Intelligent documents are used to help automate business processes, improve customer service, and reduce costs., dumb-PDFsa PDF which is an image of the invoice and does not contain any data. These transactions are still processed and downloaded into the “Unprocessed Invoice” work tray and then treated as a locally scanned invoice., or scanned images (TIFF, PNG, JPG etc.,) although the most common format is PDF.
When an incoming invoice does not meet the core requirements, it is placed in the ‘Unprocessed’ tray.
The unprocessed tray captures all incoming invoices which fail to meet a given criteria here are some of the more common scenarios:
- Invoice received – PO number does not match any known PO
Compleat extracted the PO number from the supplier invoice. However, it cannot find a valid PO that matches the PO number.
- Invoice received – values require amendment
Compleat has found the relevant PO. However, the values on the supplier’s invoice do not correspond with the balance remaining on the PO
- Invoice received – with no PO number
The supplier’s invoice did not reference a PO number
- Invoice received – no information could be extracted
A scanned invoice was received so no values could be extracted
To save time and provide ease of entry all invoices sent to your ‘unprocessed’ tray can be batch processed.
You can start the batch by selecting any transaction. Once an initial transaction is selected, a unique batch ID is allocated, and subsequent transactions are displayed.
As you work through each transaction the batch is prepared, and, once complete, submitted to the relevant workflow.
The following links show you how to use batch processing and process some of the most common 'unprocessed' tray scenarios.