Role: ✔ Admin, ✔ Budget Owner, ✔ Employee
Summit Dashboard
To extract line items from your invoice, please follow these steps:
1. On your homepage, select 'Invoices’.
2. You will be taken to the Invoices landing page. Select ‘New Invoice’.
3. Upload invoice by clicking "Choose File"
4. Line items on the invoice copy will automatically be filled on the invoice Details.
On this line items feature, you will be able to update the budget and category accordingly.
In case the line items are not required, you may remove them by clicking "Remove line items".
In case, on specific line items are required on invoice details, you may click "Add line items" and manually edit the line items.
On instances, you need to add more line items, you may click "Add new row".
Also, you will be able to update the budget and category accordingly.
If you need any assistance, feel free to reach out to support@summitglobal.com. We're here to help!