자동 인보이스 (for Trimble Construction One Users)
With 자동 인보이스 you can automatically enter invoice headers into Spectrum without performing manual data entry, saving time and avoiding potential mistakes.
Access 자동 인보이스 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 자동 인보이스. 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, 자동 인보이스 will recognize the vendor and automatically populate that field.
Requirements
- You can take advantage of 자동 인보이스 if your company's subscription is part of our Trimble Construction One contract.
- To access 자동 인보이스, 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 자동 인보이스 in Trimble Construction One. See Give a User Access to 자동 인보이스.
- In Spectrum, enable 자동 인보이스 for an AP Company. See Enable 자동 인보이스 for a Company in Spectrum.
