Submitting an Invoice

PDF to Invoice Feature Overview

How does the PDF to Invoice feature work?

The PDF to Invoice feature allows users to upload a PDF invoice and automatically extract invoice data to create and populate an invoice record. The system is designed to work reliably across common invoice formats, either a simple invoice or an itemized invoice. Once uploaded, the system identifies key financial details and prepares the invoice for review and submission.

Uploading a PDF Invoice

There is one primary way to process a PDF invoice:

·       Open the Invoice module.

·       Click Upload PDF.

·       Select the invoice file.

·       Wait for the system to extract and populate the data.

·       Review the populated fields.

·       Click Calculate.

·       Click Submit to finalize the invoice.

AUTOMATIC DATA EXTRACTION: Once the PDF is uploaded, the system automatically scans the document, extracts invoice details, populates the relevant invoice fields, and prepares the totals for calculation. The system extracts key fields including labor fees, other fees, taxes, trip fees, line items (for itemized invoices), and the invoice totals.

IMPORTANT RULES: The accuracy of extracted data depends on the clarity and structure of the PDF, so users should review all populated fields before submission, and the total will calculate correctly only if all required fee fields are properly recognized.