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Version: Current

Quick Start: Uploading Your First Invoice

Getting supplier invoices into Zudello is the first step in the Accounts Payable process. Here are the two main ways:

Option 1: Email Forwarding (Recommended)

  1. Find your team's dedicated Zudello purchasing inbox email address (ask your admin or check Settings > Mailboxes).
  2. When you receive an invoice via email from a supplier, simply forward that email (with the invoice attached) to your Zudello inbox address.
  3. Zudello automatically processes the email, extracts the attachment, and creates an invoice record in Purchasing > Invoices.

Option 2: Manual Upload

  1. Navigate to the Purchasing > Invoices submodule in Zudello.
  2. Drag and drop the invoice file (PDF, JPG, PNG etc.) directly onto the screen.
  3. Alternatively, click New Invoice, then Click here to upload, select your file, and click Close.

What Happens Next?

The uploaded invoice will appear in the list with the status Scanning. Zudello is now extracting the data. Once finished, the status will change to Ready or User Review, ready for you to code.

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