How to automate purchase order creation with expense auto-entry [Mobile]

Knowify's AI powered expense auto entry allows mobile users to upload photos of Invoices, receipts, etc. to automatically create a PO, instead of having to manually create each PO from scratch!

Note

This feature may need to be enabled by Knowify support. If you you do not currently have this feature, please reach out to [e-mail] for more information

Here's How it works: 

Step One :  Creating a New PO

1. Go to the Purchases section of Knowify > Add New Purchase 
    
2. Select the purchase type (standard or reimbursement) 

Step Two: Upload the Receipt 

1. In the 'Autofill for you' box, select 'Upload receipt'. 
    
2. Choose a receipt/ invoice from your device's photo, and wait a moment while Knowify processes the receipt. 

example invoice:

Step Three: Input Job information

1. Select a Vendor for this purchase
    
2. Select the job/ phase to allocate this purchase against. OR select 'Unallocated' to input the purchase without specifying a job and phase
    
3. Choose whether the vendor will invoice, or if this purchase is paid with cash/ debt 
   
   

Step Four: Review the Generated Line Items

After processing, Knowify will:

• Create line items based on the receipt
• Populate item descriptions
• enter quantities and unit costs
• calculate totals automatically

If a close match is found to a catalog item, the system may automatically link the line item. You can make any changes to the purchase as needed or select next to continue finalizing your PO: 

Step Five: Verify and Submit
 

1. Verify all PO details and make any last minute changes
    
2. Upload any receipts or comments to be attached
    
3. Hit 'Submit Purchase' to finalize purchase and submit!

Information

Automatic Purchase creation is also supported on the Web Version of Knowify!