There are currently three different methods to upload invoices into opsi.
Take a photo of the invoice from the opsi app.
Upload the invoice through the opsi web app.
Send the invoice (in PDF format) to your opsi assigned email address.
Steps to take a photo of the invoice from the opsi app
Steps to take a photo of the invoice from the opsi app
If you have access to the Insights feature (quickest method):
Tap the insights icon.
Tap the "Upload Invoice" button.
If you don't have access to the Insights feature:
Tap the Items icon.
Tap the down arrow next to "Items" at the top.
Choose "Invoices".
Tap the three dots at the top and choose "Upload Invoice".
Steps to upload the invoice through the opsi web app
Steps to upload the invoice through the opsi web app
If you have access to the Insights feature (quickest method):
Click the insights icon.
Click the "Upload Invoice" button.
If you don't have access to the Insights feature:
Click the Items icon.
Click "View:" and change to the "Invoices" view.
Click "Upload".
Steps to send the invoice to your opsi assigned email address
Steps to send the invoice to your opsi assigned email address
Find your opsi designated email address, which can be accessed in two locations:
Under "Invoice Settings" in your Business settings.
On the Invoices page, click/tap the upload button. In the popover you will see your email address listed at the top.
Send your invoices, which must be in PDF format with each invoice as a separate PDF, to your opsi email address. Or, request your vendor to do it on your behalf.
If you would like to setup an EDI feed between your vendor and opsi, please reach out to us here.