Facturación automática (for Trimble Construction One Users)
With Facturación automática you can automatically enter invoice headers into Spectrum without performing manual data entry, saving time and avoiding potential mistakes.
Access Facturación automática from Trimble Construction One by logging into team.viewpoint.com, and then selecting Accounts Payable from the main menu.
Use Automatic Invoicing to enter validated, unapproved vendor invoices. There are three steps in the process:
- Upload PDF invoices as a batch. See Upload Invoices.
- Prepare the batch of invoices by adding page breaks, removing pages, or rotating pages as needed. See Prepare Invoices.
- Process the batch of invoices by reviewing the header data, correcting any errors, and then sending the batch to Spectrum. See Process Invoices.
Note: Only vendors with a “Last invoice date” within the last 12 months are recognized and automatically populated by Facturación automática. If the Vendor field is not auto-filled, you can enter a vendor name to search for that option. When the vendor is used in subsequent invoices, Facturación automática will recognize the vendor and automatically populate that field.
Requirements
- You can take advantage of Facturación automática if your company's subscription is part of our Trimble Construction One contract.
- To access Facturación automática, users in your enterprise must have single sign-on enabled. For details on enabling single sign-on, see Single Sign-On in the Spectrum Help.
Setup
- Give users access to Facturación automática in Trimble Construction One. See Give a User Access to Facturación automática.
- In Spectrum, enable Facturación automática for an AP Company. See Enable Facturación automática for a Company in Spectrum.
