Role: ✔ Admin, ✔ Employee, ✔ Accountant, ✔ Bookkeeper
Submitting invoices through the dashboard is quick and easy. You have two options for entering your invoice details: either by uploading an image of your invoice, or by manually filling in the required fields. This guide will walk you through both methods and the steps that follow.
- Log in to your Summit dashboard. On the sidebar, click on ‘Invoices’ and click on ‘New Invoice’ to begin the submission process.
- There are two ways to submit an invoice:
- Upload a picture of the receipt
- Fill in the details manually
Upload a Picture of the Receipt
- Click ‘Choose File’ to upload an image of your invoice. The AI will automatically fetch the invoice data. Once the file is uploaded:
- On the right side, you’ll see a preview of the uploaded file.
- On the left side, the invoice details will appear, which you can edit if needed.
- After the data is matched, click ‘Next’ to move on to the next step.
- AI will read and extract the line items automatically.
- After the data is matched, click ‘Next’ to proceed. You’ll go through the following sections:
- Payment Run: Set up the payment run schedule as needed.
- Supporting Documents: Upload any required documents such as Purchase Orders (POs), contracts, or other relevant files.
- On the Review page, you can double-check and edit the information if necessary. Once everything is confirmed, click ‘Submit’ to complete the process.
Fill in the Details Manually
If you choose to fill in the invoice details manually, simply enter all the required fields.
- Once completed, click ‘Next’ to proceed through each step of the process.
- After the final review, click ‘Submit’ to submit the new invoice.
If you need any assistance, feel free to reach out to support@summitglobal.com. We're here to help!