| Job Name | Last Invoice | Invoices | Total Cost | Actions |
|---|
| Date | Supplier | Job | Invoice # | Item Code | Description | Qty | UOM | Unit Price | Ext. Price |
|---|
| Date | Supplier | Job | Invoice # | Subtotal | Tax | Total | Review | Actions |
|---|
Upload PDF
Upload a PDF from any supported supplier. New invoices will be extracted and stored automatically.
Drag & drop PDF here, or
Email Agent
Manually scan Gmail for new supplier invoices right now, instead of waiting for the next scheduled run.
Email Agent Settings
Controls how far back the Klotz email agent searches Gmail for new supplier invoices.
Suppliers
Configured suppliers for invoice processing.
| Name | Email Domain(s) | Job Name Field |
|---|
Trusted Forwarders
Staff who manually forward supplier invoices from their own address. The email agent scans their emails for PDF attachments the same way it scans supplier emails directly.
| Name |
|---|
Users
Only Google accounts listed here can log into this application. The Role column controls access to this Admin tab.
| Name | Role |
|---|
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