1.Processes parsed document data
Captures parsed fields from supplier documents to start the invoice processing workflow.
Add parsed supplier invoices to tracking table and create bills
Automatically monitor parsed document data across Docparser and Dropbox to capture supplier invoice and credit note details. Create and update when invoices and credits are identifiedβso you can update a Zoho Analytics tracking table, generate accounting records in Xero, and attach the source document without manual data entry.
How this automation creates supplier bill and credit note records
When parsed document data is available, invoice details can get stuck in inboxes and delays can ripple across AP. This automation filters invoice and credit documents and then extracts identifiers and updates Zoho Analytics, so your team can create bills and credit notes with a complete audit trail.
Docparseror swap with your favorite app
2.Filters for invoice or credit
Continues only when the document is identified as an invoice or a credit note.
Filter by Zapieror swap with your favorite app
3.Normalizes PO and identifiers
Extracts and normalizes the PO number and maps it to the normalized PO field.
Formatter by Zapieror swap with your favorite app
4.Finds source document link
Finds the file by the incoming file name and returns a shareable document link.
Dropboxor swap with your favorite app
5.Upserts tracking row for invoice
Matches supplier and invoice number to update tracking columns or adds a new row if no match is found.
Zoho Analyticsor swap with your favorite app
6.Creates bill or credit note in accounting
Routes invoices to a Sub Zap that creates an accounting bill, and routes credits to Xero to create and attach a credit note.
Sub-Zap by Zapieror swap with your favorite app
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