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Answered

How can I download a real invoice for vendors?

info 2 years ago in Home Portal updated by Łukasz Kaleta (Senior Customer Success Manager) 2 years ago 3

I can only seem to do this for clients - vendors only get a report? I need this for accounting purposes.

Under review

What do you mean by "real invoice"?

Why "for vendors"? 

Do your vendors use Vendor Portal?

Do they upload their invoices there?

They use their vendor portal, and create an invoice ("report"?) based on the projects that are in XTRF that they've worked on. Do they have to create an invoice on another platform on top of this?

Answered

To me, that is exactly what your vendors should do: create an invoice on their accounting platform for the jobs specified on that report and upload it to XTRF's Vendor Portal. Is it not a legal obligation for them?


Anyway, if they have uploaded their invoice, you can download both in the Home Portal. If not, just the vendor account statement is available for download.


Refer to this KB article for more details: https://xtrf.userecho.com/knowledge-bases/6/articles/726-vendor-portal-creating-an-invoice-upon-specification