Supplier invoices into your template, line by line.
Drop in PDFs or phone photos. DraftRight reads each invoice, checks the sums to the penny, codes every line from your own lists, and writes the lines your team approves into your own upload file.
Open the invoice filler →Invoices to upload file in three steps.
Set up once
Upload your blank upload template, one filled-in example and your code lists. DraftRight proposes what goes in each column and shows why, and an owner or admin confirms it.
Drop in invoices
PDFs or photos, one file per invoice. Each is read, its sums checked to the penny, and every amount matched to the invoice’s own text. The same file twice is caught.
Approve and fill
Codes come from rules first: the supplier’s usual code, or a code whose name is in the line’s description. Anything else is a suggestion for a person to approve. Only approved lines go into the file.
Good to know.
Will it make up a code?
No. Every code comes from your own lists. A suggestion that is not in your lists is thrown away, and every suggestion waits for a person.
Does it post into our accounting system?
No. It fills your own upload file, which you import the way you do today. Nothing is sent to your accounting system.
What if an invoice does not add up?
It is flagged with the reason, for example a VAT amount that does not match its rate, and its lines are left for a person to check instead of being approved in bulk.
Does it learn how we code?
From your approvals. Once your team has approved a supplier’s lines with the same code, DraftRight uses that code for the supplier’s next invoices.
Which files does it take?
Invoices as PDF, JPG, PNG or HEIC, one file per invoice. Your template and example as .xlsx, and your code lists as .xlsx or .csv.
Which plans include it?
The invoice filler is part of DraftRight for Business.