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Step-by-step instructions for invoice verification with PDF and Excel file

Perform invoice verification using a PDF (invoice) and an Excel spreadsheet (reconciliation document).

  1. Send the invoice (PDF) along with the Excel file to our software.

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  2. The PDF appears in the invoice overview under "Incoming invoices".
  3. Click "Complete".
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  4. Complete the missing data such as "Location" and click "Next".
  5. Under the "Excel Attachments" section, you can now see that the software has already automatically assigned some of the billing items.
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  6. If there are some positions that could not be assigned, click on the button "Check and assign positions from Excel".
  7. You will now see the overview of all positions
  8. The positions with a red question mark could not be assigned automatically.
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  9. By clicking on "Correct value" you can go directly to the billing item so that you can correct it directly.
  10. The invoice can be closed after successful correction.