Importing Incoming Invoice

JustOn Billing & Invoice Management creates expenses from inbound electronic invoices (XML files) and PDF files.

Invoice import concepts and limitations

JustOn Billing & Invoice Management processes the uploaded invoice file:

E-invoice XML files are validated against the e-invoice standard
PDF files are sent to the Azure Document Intelligence service for data extraction

On successful processing, JustOn Billing & Invoice Management creates the according expense in the status Accrued and the related expense items. In case of errors, the software creates an empty fallback expense record with the uploaded file attached.

The following limitations apply:

You can only upload one invoice file (XML or PDF) in one go.
E-invoice XML files must have the file extension .xml.
PDF files must have the file extension .pdf.
Data extraction from PDF files requires the Azure Document Intelligence integration.

For details, see Expenses From Electronic Invoices and PDF Files.

To upload and import an invoice file:

Open the Expenses list view.
Click Import Expense.

Alternatively, click to access the App Launcher, and enter and select Import Expense.

This opens the Import Expense dialog.
Select the relevant invoice file (XML or PDF).

There are two options to do so:
- Clicking Upload Files opens your browser's file selection dialog. Use it to select the file you want to upload.
- The Drop files area allows you to drag and drop the file you want to upload.
This displays the Upload Files dialog.
Click Done to complete the file upload.

This uploads the selected file to Salesforce. The Import Expense dialog shows the uploaded file.
Click Import.

This starts the import process, creating the expense and expense items. Upon completion, the dialog displays the import log, which lists all processing events and indicates the result.

Clicking Open Expense redirects you to the created expense record.

Clicking Import Another allows you to upload and import another invoice.