Invoice Conversion Checklist for Agencies
Convert vendor, subcontractor, and tool invoices to CSV. Allocate costs to clients and projects.
Checklist
- Gather software and tool invoices (Adobe, Figma, etc.)
- Collect freelancer and subcontractor invoices
- Export stock and asset purchase invoices
- Convert all PDFs to CSV/Excel
- Allocate costs to client projects
- Reconcile vendor spend with payments
- Match to P&L or accounting software
- Update client profitability reports
Frequently Asked Questions
How do agencies use invoice conversion?
Agencies convert vendor and subcontractor invoices to CSV to allocate costs to projects, track client profitability, and reconcile vendor spend for accurate P&L.
Can I allocate project costs from the CSV?
Yes, the CSV exports include line items and descriptions. Import into your accounting software and assign to projects or cost centres as needed.