↪️ Note that you should not use this feature if your suppliers are paid via card / virtual card.
From a company user ➡️ to the company
Send all the supplier invoices you need with your company's invoice forward email address (it should start with “bills+…). You can find your invoice email address on Spendesk in your drafts section or in the side panel (when clicking on "submit a new invoice").
Pro tips:
📨 if you send multiple invoices at once, Spendesk will create 1 draft per attachement.
Log into Spendesk and go into your drafts under the Requests tab. You will see a draft of your invoice request with information pre-filled by Marvin, our robot.
Check the invoice information and the analytics of your expense. Once you click on “submit invoice”the draft will disappear from your Drafts section and turn into a request into “your requests” section.
From a supplier ➡️ to your company
Communicate your company's invoice forward email address to your vendors so they can forward their invoices effortlessly. You can find your invoice forward email address in Spendesk in your drafts section or in the side panel (when clicking on "submit a new invoice").
⚙️ if you want the draft to be assigned to an employee in your company, the vendor should add them as CC in the email 💪. Please note that Spendesk will assign the invoice to the first person we detect as a Spendesk user. If the “from” is not a user, it will look in the people in copy to assign the invoice. 👀
⚙️ if you send multiple invoices at once, Spendesk will create 1 draft per attachement.
Review all invoice drafts in your "drafts" section. If the invoice hasn’t been assigned to anyone, it will appear in a shared inbox available to all controllers and the account owner. 🖍 Controllers should also have the requester role if they want to edit invoice drafts and turn them into an actual request in Spendesk. 🖍
Check the invoice information and the analytics of your expense. Once you click on “submit invoice”the draft will disappear from your "drafts" section and turn into a request into the “your requests” section.
