Invoices
The Invoices tab allows you to submit reimbursement invoice details for services you have paid for directly. You can enter invoice details manually or upload a PDF, JPG, or PNG file and let the portal extract the details for you.
Note: The Invoices tab is only available when Client Reimbursements is enabled for your account. Enabling this setting makes your account Self Managed.
Manual Entry
Manual Entry allows you to submit reimbursement invoice details directly through the portal form.
Step 1 — General Details
Enter the following general invoice information:
- Receipt / Invoice ID
- Date
- Supplier / Provider Name
Step 2 — Line Items
Enter the details for each service or item being claimed:
- Description
- Quantity
- Price
- GST
You can add additional line items or remove existing ones as needed.
Step 3 — Review Totals
The portal automatically calculates and displays the following totals based on your line items:
- Subtotal
- Total GST
- Grand Total
Review all totals carefully before submitting.
Step 4 — Submit Reimbursement
Once all details have been entered and reviewed, click Submit Reimbursement to submit the invoice for verification. A success message will appear confirming the submission and displaying the name of the next approver in the workflow.
Upload PDF
The Upload PDF tab allows you to upload an existing invoice document instead of entering details manually.
Supported File Formats
- JPG
- PNG
How It Works
Step 1 — Upload Your File
Select and upload your invoice document using the Upload PDF tab.
Step 2 — Automatic Extraction
The portal will automatically extract the invoice details from the uploaded file and populate the manual entry form fields.
Step 3 — Review Extracted Details
Review all extracted information carefully, including:
- Invoice ID
- Date
- Supplier or Provider Name
- Line item descriptions, quantities, prices, and GST
Step 4 — Submit
Once you have confirmed the details are correct, submit the invoice for verification.
