A guide to the Invoice Automation process with videos.
Fetching invoices from your Email Inbox to Lentune
Introduction
This guide gives you an overview of using Lentune Invoice Automation. Our videos walk you through each stage of the process.
The four main steps included here are:
- Fetching invoices from your Email Inbox to Lentune.
- Checking invoices in Lentune.
- Approving invoices in Lentune.
- Sending approved invoices to your accounting system.
Fetching Invoices from your Email inbox to Lentune
This video shows you how Lentune automatically pulls invoices from your inbox and into the Check screen.
Andrew takes you through the process:
If you'd like to read more about this, click Incoming Invoices.
Checking Invoices in Lentune
Now you can check the invoice to ensure that the details are all correct. Andrew explains in this video.
There's a lot more to read about Overview of the Invoice Checking Process and Check an Invoice for Approval.
Add a New Supplier while checking Invoices
If you need to add a new Supplier for an Invoice, you can do that here. Then the Supplier field will populate automatically next time you see an invoice from them.
Read more here: Add a New Supplier for incoming Invoices.
Approving Invoices
Now your invoice is waiting for the approvers. Nathan's video shows them the process.
Prefer to read? Click Approve Invoices.
Sending Approved Invoices to your Accounting System
Once the invoice is approved, you can send them to your accounting system for payment. Here’s a video to walk you through this process.
Read more detail about Batching and processing invoices.
If you need help with the process, please contact your Implementation Consultant or Lentune support.
Need more help? We’re here! We hope our article was helpful! If you need more info or want to connect, drop us an email at support@lentune.com.
Thank you. We love to hear from you!
Last updated: 6 April 2023