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Attach Supplier Invoices
Attach inbox invoice files to bills awaiting approval
Use this Agent instantly or customize it - no programming needed
- Daily check windowDaily check window
Your daily check covers files that arrived since the previous completed check.
- New supplier invoicesNew supplier invoices
Your inbox holds the original invoice files that arrived during the check window.
- Bills awaiting approvalBills awaiting approval
Your pending bills show matching details and any files already attached.
- Invoice matching rulesInvoice matching rules
You choose how the Agent matches supplier and invoice details to pending bills.
Your accounting tool lets the Agent read inbox files and pending bills, then attach clear matches.
- Invoice files for AP reviewInvoice files for AP review
Your AP clerk sees why a file needs review, including any values that conflict.
- supplier invoices on pending billssupplier invoices on pending bills
Your reviewer can open the original invoice beside the bill awaiting approval.
This Agent checks your accounting file inbox at the daily time you choose. It matches new invoices to bills awaiting approval and attaches clear matches. Your AP clerk can review files without a safe match.
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GmailUsed as:
- Accounting tool
Gmail lets the Agent read inbox files and pending bills, then attach clear matches.
Microsoft OutlookUsed as:
- Accounting tool
Microsoft Outlook lets the Agent read inbox files and pending bills, then attach clear matches.
ZoomUsed as:
- Accounting tool
Zoom lets the Agent read inbox files and pending bills, then attach clear matches.
Zoho MailUsed as:
- Accounting tool
Zoho Mail lets the Agent read inbox files and pending bills, then attach clear matches.
Made for your industry
Attach Supplier Invoices is made for businesses in these industries.
- Construction
Attach supplier invoices to bills awaiting project approval.
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Made for your role
Attach Supplier Invoices is made for people in these roles.
- Accounts Payable Clerk
Attach late-arriving supplier invoices to bills awaiting approval.
Show all Agents for the Accounts Payable Clerk role - Bookkeeper
Attach supplier invoice files to bills awaiting approval.
Show all Agents for the Bookkeeper role - Finance Operations Manager
Keep original invoices beside pending bills for review.
Show all Agents for the Finance Operations Manager role
Made for your department
Attach Supplier Invoices is made for people in these departments.
- Accounts Payable
Attach supplier invoices to bills awaiting approval.
Show all Agents for the Accounts Payable department
How Attach Supplier Invoices works
4 steps, in order, on every run.
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Check the file inboxFind invoice files added since the last completed check. Read the original pages for matching details.
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Review pending billsRead bills awaiting approval and see which invoice files they already hold.
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Match invoices to billsCompare invoice details with pending bills under your matching rules. Set aside duplicates and uncertain matches for your AP clerk.
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Attach clear matchesAdd the original invoice file to its matching bill without approving it. Leave unmatched files for your AP clerk to review.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or Zoom.
4 tools
- Choose the accounting file inbox and the daily check time.
- Give the Agent access to read inbox files and pending bills and to add bill attachments.
- Set the supplier and invoice-number matching rules and the AP clerk who resolves uncertain matches.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Attach Supplier Invoices:
Yes. You choose the daily check time and the accounting file inbox during setup.
You set the supplier and invoice number matching rules. The Agent also compares the date and total. Your AP clerk reviews conflicts and uncertain matches.
No. It adds the original invoice to a clear match and leaves the bill awaiting approval. Your reviewer can open the file from the bill.
Yes, if you keep the bill pending and the file lands in your accounting inbox. The Agent checks new files daily and attaches clear matches.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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