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Knowledge Base

Invoice and Purchase Order Automation

Invoice and Purchase Order Automation

Everything you need to know about purchase orders, invoices and statements.

Purchase Orders

Raise a Purchase Order in the browser (+Video)

Add a Purchase Order in the Lentune Mobile App (+ Video)

Approving Purchase Orders

Add a Packing Slip to a Purchase Order in the App (+ Video)

Import Purchase Orders from a File

Create Multiple Contact People for a Supplier to send Purchase Orders to

Updating and Tracking Purchase Orders By Status Code

Purchase Order Statement

Delete lines from a Purchase Order

Export Purchase Orders for multiple Branches, with Invoice values

Add a Purchase Order in the Browser

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Checking Invoices

Check an Invoice for Approval (+ Video)

Manually add an Invoice to your Invoice Automation

Add invoice lines manually

Add a New Supplier for incoming Invoices

Linking an Email address with a Supplier for Invoice checking (+video)

Check and Approve Invoices in one Step

Check Invoice total against the Purchase Order total

Status Codes of Invoices

Set the Lentune Payment Terms for your Suppliers

Invoice Automation email rules and linking Keywords

Notify Lentune of Invoice Mismatch for Invoice Rules

Import Invoice Lines

Merge or Split Invoices

Mark Supplier Invoices As Confidential

Lock the Branch at Invoice check stage

On-charge Supplier Invoices or Invoice Lines to your customer

Alert Users that the Invoice Branch should not be changed

Supplier with no Tax on their invoices

Populate payable invoice line with linked Purchase Order line

Check Bank Account Number for Payable Account while approving Invoices

Accounting for one-off internal costs without an invoice

An Introduction to the Invoice Automation process

Add a message or email to a Payable Invoice

Splitting Invoice Lines

Viewing variations on invoice lines

Advanced Filters for Invoice Check and Approve Screens

Overview of the Invoice Checking Process

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Approving Invoices

Approve Invoices (+ Video)

Send an invoice back to be re-checked

Compare Invoice and Purchase Order Values

Attach supporting documents to an Invoice

Invoice Approval & Assigning Approvers at line level

Assign or Remove a User to Approve Invoices for a Supplier

Add Cost Codes from the Master Cost Codes list while approving invoices

Unlink an Invoice Line from a Purchase Order

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Statement Reconciliation

Statement Reconciliation (+ Video)

Auto-Reconciliation for Supplier Statements

Automatically mark Documents as Statements

Mark Statement as Invoice

Invoice Automation Admin Functions

Batching and processing invoices manually (+video)

Checked for any invoices in a batch that failed to integrate

Searching for an Invoice (+video)

Reassign invoices for approval by Project

Reverse Invoice Approval

Reverse a Processed Invoice

Update a processed invoice or invoice line

Invoice Automation: Administration Dashboard

Invoice Automation: Personal Dashboard

Invoice Transaction Restriction Date

Invoice Accrual Export Report

Export Invoices to PDF in selected order

Export Project Invoice variations

Export and Email a file of invoice records

Audit Logs: Invoice Automation System

Supplier Price File Stock Item Search

Price Discrepancy Auto Checking in Supplier Invoices

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Invoice Automation Setup and Maintenance

Add a General Ledger Account Code

Your organisation email address for incoming invoices and how it imports invoices (+ videos)

Re-establish Email Fetch Link for incoming Invoices

Settings for Single or Dual Invoice Approval

Setting up Gmail as the Email Source to fetch your Invoices

Scheduled task to send invoices to Lentune Payables and mark them as processed

Set default Branches for the Invoice Dashboard

Default General Ledger Against Cost Code can be set at Project or Cost Type levels

Scheduled Import of Supplier Price Files

Managing Payable / Supplier Branch Accessibility

Setup CSV File mapping in Lentune

Supplier Price Files (Payable Accounts)

Some settings for Invoice Automation

Customise Reminder Emails for Approvers of assigned Payable Invoices and Payable claims

Going Live with Lentune: Reminders & Tips

Purchase Order Module Settings

Invoice Automation Purchase Order messages can be global or specified by Company

Adding terms and conditions to Purchase Orders

Accept or Reject Purchase Orders in Email to your Supplier

Add Names and Email addresses for Communications

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