E-INVOICE MAPPING

Learn how to manage and map mixed electronic invoices in Craftable's Unified Platform.

The process of e-invoice mapping and allocating lines between departments remains the same. Watch the brief video tutorial below to familiarize yourself with e-invoice mapping in Craftable's New Unified Platform.

To manage electronic invoices:

1. Navigate to Invoices > Vendor Invoices.  Or you can use the “Go to Needs Attention”.
   
2. Select the invoice that needs mapping.
3. Upon opening the invoice, pay special attention to any banners at the top.  
   1. If it is a Mixed Invoice, this means that the vendor is available for multiple Departments for the property. 
4. You can change which department a line is allocated to by clicking the circle at the left and selecting the appropriate department.
   
   
   1. You can also allocate all lines to a specific department by selecting the Actions button.
      
5. Click on a line that is available for selection.
   1. You will only be able to select lines that are allocated to the department you are currently in. 
6. To map the line to the correct item, search for the item name in the typeahead and select the correct item.
   
7. Press Map to finalize.
   1. You will know that the line was mapped successfully when you see a green banner at the top of the screen.