If you have an invoice already and you want to create a purchase order from it, you can do it with scan and match.
- Click on Scan Document in the top right of the screen, choose your PDF file, and click Upload. Once it is done processing, you will be shown the initial scanned information.
- You can use control + alt + mouse wheel for mac, or control + mouse wheel on windows to scroll in and out on the invoice preview on the right.
- Verify that the scan was able to accurately read all the data on your invoice, once done, make sure Invoice Without PO is set to No, and click Continue.
- On the next page, click Create New Purchase Request.
- Once it is done processing, you will be shown the new PO form with all the details filled in for you already. Selecting the budget on the first item will auto-select the same budget for all the other lines on your purchase order to save you time.
- Once you click Send, it will create your purchase request, and redirect you back to your invoice which will now be perfectly matched against the purchase order you just created. You can identify the purchase order number under the Linked Txn column. Accept and approve your invoice.
- You now have an invoice and purchase request which correlate perfectly.
Still have a few questions? Use the Live Chat icon in the bottom right corner, alternatively send an email to support@procurementexpress.com to get in touch with one of our Support Representatives.
Have a feature suggestion? We'd love to hear from you! You can add your feature suggestion on feedback.procurementexpress.com.