Invoice OCR, a Emburse Professional AP feature, allows clients to upload or email their vendor invoices to Emburse Professional AP, extract key invoice data automatically, and quickly capture it in the system.
This article shows you, a Emburse Professional AP Invoice Submitter, how to upload an invoice via Invoice OCR.
File Requirements
In order to upload an invoice, it must meet the following file requirements:
- File Size -- The file must be less than 10MB or up to 10 pages.
- File Format -- The file must be in either PDF, JPG, or PNG format.
- # of Invoices Per File -- The file must contain a single invoice. Files with multiple invoices cannot be processed.
Upload an Invoice
1. Click the Create button on the Emburse Professional AP Dashboard, then select Invoice Upload from the drop-down menu.
2. Add invoice files to the Invoice Upload page. Submitters can upload multiple files at once.
Using their Emburse Professional email, users can also email vendor invoices directly via invoiceocr@ap.certify.com.
3. Once the files are added to the page, click UPLOAD. View OCR progress on the page as invoices are captured and created in Emburse Professional AP.
5. Once an invoice is successfully created, an Invoice Number appears. Click the Invoice Number to review the created invoice.
6. Edit the invoice as needed, then submit it for approval.