1.Maps parsed invoice data
Integrate Docparser and invoice parsing tools to capture invoice references, supplier indicator, PO number, and original file link for updates.
Update supplier invoice line items from parsed PDFs
Automatically process parsed invoice data across Docparser, Formatter by Zapier, Quickbase, and OneDrive. Create and update when invoice references detected, PO numbers extracted, or line item data capturedβso you can normalize fields, update invoice records, and archive PDFs without manual rekeying.
How this automation updates your supplier invoices
When parsed supplier invoice details land without standardized fields, AP teams face delays and entry errors. This automation uses Docparser to capture invoice data, Formatter by Zapier to normalize it, and Quickbase to find or update invoices and line itemsβso you can approve faster with fewer mistakes.
Docparseror swap with your favorite app
2.Normalizes invoice fields
Integrate Formatter by Zapier and data cleanup tools to format invoice date and convert numeric fields to match record search formats.
Formatter by Zapieror swap with your favorite app
3.Finds the related purchase order
Integrate Quickbase and database search tools to look up the purchase order by mapped PO number and keep qualifying matches.
Quickbaseor swap with your favorite app
4.Updates supplier invoice line items
Integrate Quickbase and invoice record tools to find or create the supplier invoice and update matched line item quantities and prices.
5.Archives original PDF on invoice
Integrate OneDrive and file storage tools to archive the original invoice PDF and store the file link on the supplier invoice record.
OneDriveor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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