Month-End Invoice Conversion Workflow

Convert all invoices received during the month before you run your final AP report. This ensures nothing is missed and your accruals are accurate.

Convert them and import with the invoice date (not receipt date) so they post to the correct period. Use your accounting software's date override if needed for accrual accounting.

Gather all invoice PDFs in one folder, use BillToSheet bulk conversion to process them all at once, validate totals in Excel, then import into your accounting software in one batch.

Match invoice numbers and totals from your CSV to the AP ledger. Use VLOOKUP or a simple match formula. Any discrepancies may indicate missing invoices or data entry errors.

Yes. Convert invoices for each entity, then add an entity or cost center column before import. Use bulk conversion to process all entities' invoices in one session.