Invoice extractor

The Invoice extractor tool simplifies invoice management by enabling users to upload, review, and manage PDF invoices on the New platform. It automatically extracts consumption data and time periods from the invoices, allowing users to edit, approve, or reject them as needed for reporting purposes.

Key features

• Single and multiple invoice upload
  Users can upload single or multiple valid PDF invoices with a toast notification confirming successful uploads.

• Review and update
  Users can review, edit, and save extracted invoice data for approval and reporting.

• Invoice rejection and restoration
  Invoices can be rejected and restored with notifications ensuring smooth management of uploaded, approved, and rejected invoices.

• Approval workflow
  Approved invoices are processed and added to the Data Management table for integration into the database.

Here’s the how-to guide for using the Invoice Extractor:

Single invoice upload

1. Select the building.

2. Navigate to Invoice extractor.

3. Click on Uploaded invoices and then on the Upload to upload a PDF invoice.

4. A toast notification will confirm the upload.

5. The invoice will appear in the uploaded list.

Multiple invoice upload

1. Select the building.

2. Navigate to Invoice extractor.

3. Click on Uploaded invoices and then on the Upload to upload a PDF invoice.

4. A toast notification will confirm the upload.

5. The invoice counter will increase by the number of uploaded invoices, and they will appear in the list.

Review and update invoice data

1. Click on the invoice to review the extracted data.

2. Edit the data as needed.

3. Click Save and receive a confirmation notification.

Reject an invoice

1. Hover over the invoice in the list.

2. Click the Reject icon.

3. Confirm rejection with a toast notification, and the invoice will move to the rejected list.

Restore a rejected invoice

1. Go to the Rejected tab.

2. Select the invoice you wish to restore.

3. Click the Restore button, and the invoice will be moved back to the uploaded list.

Accept an invoice

1. Review the extracted data and make necessary edits.

2. Click the Accept button.

3. The accepted invoice will move to the Accepted list and be available for reporting and further processing.

Approval workflow

After an invoice is approved, it is processed and added to the Data management table.

The data is ingested into the system for integration into reports and operational databases, which can be used for further analysis.