How to Upload and Process Bills and POs
Navigate to your dashboard and select the specific Project you wish to manage.
From the left-hand sidebar menu, click on Bills or Purchase Orders.
[Placeholder: Screenshot of the Project sidebar highlighting the Bills tab]
Click the Create button located in the top-right corner of the screen.
Select your preferred upload method: Upload File or Upload Image.
[Placeholder: Screenshot of the Create menu options]
Once the file is uploaded, the AI engine will begin parsing the document. It will automatically attempt to:
Identify and match the Subcontractor or Vendor.
Cross-reference the bill details with your existing Estimate to match specific Budget Line Items.
Review the AI-generated matches for accuracy and click Save to finalize the entry.
Troubleshooting & FAQs
Troubleshooting
Missing Create Button: If the Create button is not visible, ensure your user profile has "Editor" or "Admin" permissions enabled for the Accounting module.
Unmatched Line Items: If the AI fails to match a budget line item, verify that the item exists in your approved Estimate. If it is a new expense type, you may need to manually assign it once before the AI learns the association.
FAQs
What file types are supported for bill/Purchase Order uploads? The system supports standard document and image formats, including PDF, JPEG, and PNG.
Does the AI matching update my budget in real-time? Yes. Once you confirm the matches and save the bill, the costs are immediately reflected against your budget line items to show real-time committed costs.
Can I override the AI's suggestions? Absolutely. You have full control to manually adjust vendors or budget categories if the AI suggestions do not align with your specific accounting needs.