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Invoice Scanning: 1. Email or Upload Invoices to HomHero

Eddie
Eddie
  • Updated

The Invoice scanning tool is a helpful feature that can be used to consolidate all of your invoices. You do have the ability to email or upload your Invoices manually to Homhero. Please few more information on these options below.

Emailing Invoices to Homhero
You will find your unique Invoice Scanning email address located at the top of the Invoice Scanning page in Homhero. This email address can be provided to each of your 3rd Party Clients, Creditors and Contractors to allow them to send invoices directly to your Invoice Scanning Inbox.

  1. Click Invoice Scanning from the Homhero side menu
  2. The 3rd Party Client, Creditor or Contractor will need to send their invoice to your unique invoice scanning email e.g. demo@scans.homhero.com.au
  3. If the Invoice/s do not show automatically, click the Refresh Icon to push it through
  4. The invoice/s will appear at the top of the Invoice Scanning list highlighted in yellow and assigned to the "New" Invoice status. This means the invoice is ready to be marked for review.

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Uploading Invoices to Homhero
You can also choose to upload your Invoices manually to Homhero.

Please follow the below steps:

  1. Click Invoice Scanning from the Homhero side menu
  2. Click Upload Invoice

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  3. Locate the Invoice from your desktop and open the file.
    Note: This process may be different based on the type of computer MAC or Windows you are using.

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  4. Select the Multi-Page checkbox if you are uploading more than 1x Invoice in the same file. This will upload each page as an individual Invoice, so there is no need to upload them one by one. If the file is for one Invoice only, go directly to Step 5
  5. Click Upload Invoices

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  6. You should receive a pop up message to confirm the Invoice has been uploaded. Click OK

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  7. If the Invoice/s do not show automatically, click the Refresh Icon to push it through
  8. The invoice/s will appear at the top of the Invoice Scanning list highlighted in yellow and assigned to the "New" Invoice status. This means the invoice is ready to be marked for review.

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Once completed, go to Step 2. Send the invoice for approval in Homhero