Invoice Inbox
Select an invoice to begin processing, or drop a new PDF.
Drop invoice PDF here or click to upload
Opens phone camera — photo goes directly to processing
| Invoice # | Store # | Amount | Vendor | Status |
|---|
Process Invoice
Review and confirm extracted fields.
No invoice selected. Go to Inbox and click an invoice to begin.
Match & Verify
Match the invoice to a vendor in the database.
Confirm invoice fields first before matching.
Sticker Generator
Generate a printable sticker for the processed invoice.
Complete Match & Verify before generating a sticker.
Processing History
All processed invoices from this session and previous sessions.
| Invoice # | Store # | Total | Vendor | V# Match | Status | Sticker | Timestamp |
|---|
Settings
Configure invoice processing rules and thresholds.
⚙ Processing Rules
Variance Threshold
Max allowed difference between invoice and WO amount for auto-approval
January Leniency
Allow 5% variance in January for year-end catch-up invoices
Base Rate Alert
Alert when invoice exceeds vendor's historical base rate
Fuel Surcharge Auto-Classify
Automatically separate fuel surcharges as line items
Auto-Advance Workflow
Automatically move to next step after confirmation
💾 Data Management
Digital File Cabinet
All documents relevant to Megan, organized by folder.
Theme Selector
Choose a visual theme for your toolkit. Changes apply instantly.
🎨 Available Themes
Current theme: Japandi