Uploading Invoices with No Check Number in Adesso AI

Table of Contents

1. Introduction
2. Instructions
3. Example with screenshots
4. Downloadable copy
5. Video demo

Introduction

You may find that you have an invoice to upload to Adesso AI, but the invoice does not have a check number. No problem! You can still upload the document to Adesso for later matching.

Instructions

1. Navigate to https://app.adessoai.com
2. Click Document Center.
3. Click Upload.
4. Click the Customer box > type the Customer Name.
5. Click the Customer Name.
6. To add two invoices to the deduction, Click Apply to All.
7. You can enter any information into the following fields and your invoices will be populated with that information:
   1. Type
   2. Check #
   3. Invoice #
   4. Deduction Number
8. Click Create As New Deduction.
9. Click Select Files.
   1. The software will open so you can select the invoice you want to upload.
10. Once you have selected the file(s), click Upload.
11. The Deduction Detail - New window will open.
12. Work your way down the window completing the fields.
13. Click Submit.
14. Click x to close the window.
15. Click Deductions Manager.
16. You'll see your uploaded invoice in the Deductions Manager window.

Example with screenshots

Download a copy here: 

Uploading Invoices with No Check Number in Adesso AI

Watch us in action: 

Uploading Invoices with No Check Number in Adesso AI