Adding Supplier Invoice Documents to Purchase Orders

You can attach supplier invoice documents directly to purchase orders in Buildlogic using a drag-and-drop upload area. The same feature is also available on contractor claims.

Uploading Invoice Documents

On the purchase order edit page, you will find a Drop invoices here box. There are two ways to add files:

• Click the Browse button to open a file browser and select one or more files from your computer.
• Drag and drop one or more files directly from your computer's file explorer into the upload area.

After uploading, a new note of type Invoice is automatically created against the purchase record, with the file attached. If you need to remove the document you can open the note and delete the attachment or delete the note altogether. (notes tab)

Adding Invoices via Your Accounting System

Supplier invoices can also be entered directly into your accounting system rather than in Buildlogic. If the transaction is assigned to a job and entered against an active Buildlogic contact, it will flow back into Buildlogic through the AS Feed, ready to be coded with the attachment.

To process these transactions:

• Open the job and select AS Feed from the module list. Transactions pulled from the accounting system will be displayed for the selected job, attachments can be viewe