Spindle Purchase Invoice Recognition can be used to post documents into your accounting system, where:
- Purchase Invoices are to be posted directly onto the Purchase Ledger (no matching)
- Purchase Invoices are to be matched and posted against Purchase Orders (2-way matching)
- Purchase Invoices are to be matched and posted against the Purchase Orders and Goods Received Notes (3-way matching)
- Credit Notes are to be posted directly on the Supplier Account (no Purchase Returns matching)
- COMING SOON: Credit Notes are to be matched and posted against Purchase Returns
- We're actively working on this feature and it will be available very soon. To be notified when it's available, along with other updates and new features, please subscribe to our announcements service here.
Why am I unable to archive my Credit Note documents?
To benefit from this feature you must be on Spindle Document Management version 11 or later. To find out which version you are currently using click here.
Am I able to match Credit Notes that include a Purchase Return Number?
Matching & posting Credit Notes that include a Purchase Return Number are not currently supported. We're actively working on this feature and it will be available in a future release. To be notified when it's available, along with other product updates and new features, please subscribe to our announcements service here.
Can I send Credit Note documents to Spindle Approvals?
Credit Note documents are not currently supported within Spindle Approvals. If your workflow requires Credit Notes to go through an approval process before posting, this functionality will also be available soon. We'll keep you updated as we continue to expand Credit Note support.