Invoice Gathering Methods
Vendor Invoice files can be gathered into Discovery by one of four primary Gather methods. These include:
Rover | Intelligent Invoice Retrieval
If you've opted in for automated Vendor Invoice retrieval, then Vendor Invoices are Gathered daily from your Vendor and imported directly into Discovery for data Extraction. We refer to this invoice retrieval method as Rover.
To set up this process, please see Rover Credentials to learn more.
Email Attachment
When a Gather account plan is activated for your Discovery Tenant, an email address alias (your-company-********@discoveryapp.cc) is created on your behalf solely for Gather functionality. Any emails sent to this address with Vendor Invoices attached will Gather them into Discovery for data Extraction.
Batch Import (manual)
When logged into your Discovery account, you can also batch in Vendor Invoices manually.
Please follow these written steps on how to manually Gather Vendor Invoice by Batch:
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- Click on Gather.
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Click on Create New Batch.
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- Update prefilled batch name if desired.
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Drag your vendor invoice PDFs onto the box that says Drag and drop vendor invoice PDFs here, or click Select Files to pick them from your computer. Each file must be a PDF of 20 MB or less. A larger file shows File size is greater than 20MB, and any other file type shows File is not a pdf file.
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Files will load into the batch queue. Click on Submit Batch. Vendor Invoices will not be imported if this step is skipped or if you navigate away before submitting.
CSV Upload
Discovery's Gather via CSV tool streamlines your invoice processing workflow in situations where you receive a spreadsheet in lieu of a PDF invoice.
Click here to learn more about gathering invoices via CSV.
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.