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Transferring/exporting invoices to accounting software
Transferring/exporting invoices to accounting software

How are invoices imported into company's finance software?

Written by Finbite
Updated over a week ago

Invoices are transferred to company's accounting or finance software based on inquiries. The inquiry for purchase invoices is initiated by the software. How and when the inquiry is initiated is up to the software. In some software, the inquiry is made automatically (for example, every hour), and in some you have to press a button to start the inquiry. Please clarify this information with your software consultant.

If the invoice is issued in response to a inquiry received by the software, the attribute EXP will be attached to the invoice state. Hovering over the EXP label displays the date and time the invoice was exported.

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