Buyer: approve supplier invoices in Finance
Enter an invoice, attach a PDF or import rows and review the resulting payable.
Before you start
0 / 3 ready · checklist for this visit
Step 1: Invoice / row data
Step by step
- 1
Open Finance → Approved Payables
Enter supplier company name and registered email, invoice amount, currency and due date. Check the supplier identity; a mistyped email can prevent the intended company receiving the payable.
- 2
Attach and review the invoice
Attach an invoice PDF if needed. Gemini can suggest fields from the document. Confirm the values yourself before approval; do not treat extracted text as approved accounting data.
- 3
Import rows when appropriate
The invoice importer accepts CSV or JSON rows. The expected fields include supplier, supplierEmail, amount, currency and dueDate in YYYY-MM-DD format. Use simple clean rows and check every parsed amount.
- 4
Review the saved payable
Confirm the invoice appears with the correct supplier and due date. Any later payable issuance or early-payout action is a separate Finance operation; it does not prove a bank payment occurred.
Expected outcome
An approved payable with a document and identifiable supplier.
Important checks
- Do not create both a tender-order payment and a separate invoice payment for the same obligation without reconciling them.
Questions & answers
Why did my import report no valid rows?
Check required supplier identity, positive amount and YYYY-MM-DD due date. Complex quoted CSV values may need simplifying or conversion to JSON.
Does approving an invoice pay it?
No. Approval, issuance and payment processing are distinct actions.