Automated Bill Upload
The automated bill upload feature allows you to quickly upload bills and create them directly from attached files. Aura AI reads the document, fills in the details, and applies the vendor’s default settings automatically. This helps reduce manual entry and keeps the information consistent.
Upload a Bill
Follow these steps to upload and create a bill automatically:
Go to Accounts Payable > Bills.
Select + Add Bill.
Click Select File and upload the bill’s PDF file.
Once the document is uploaded, the system automatically extracts details and applies the vendor’s default settings. It identifies the Vendor, pulls the Default Account, and maps the appropriate department and location information. You can review or update these defaults at any time. The system will apply the updated settings automatically for future uploads. The AI also completes the following fields:
Vendor Identified from the document and the vendor’s default settings.
Bill Number Reference number on the bill.
Bill Date Used to determine the posting period.
Account Detail Pulled from the vendor’s default coding (not extracted from the PDF). You can edit it if needed.
Description Summary of the bill or services.
Amount Total amount from the document.
Service Period Time range covered by the bill. If the document includes a billing or service period, the system automatically creates a prepaid entry for that period.
(Optional): Select the trash can icon to delete all data.
(Optional): Select the X icon to close the view without deleting your data.
Select Save to complete the process. The uploaded document will be attached to the bill for easy reference.
After saving, your new bill will appear in the Accounts Payable > Bills list along with the uploaded file.
Review Vendor Defaults
To check or update a vendor’s default setup:
Go to Accounts Payable > Vendors.
Search and select the vendor.
Click Details to open the vendor’s profile.
Go to the Default Coding section.
Review or update the default account, stage, department, or location.
These defaults will be used when expense automation is enabled in Advanced Settings and can be adjusted per transaction as needed.
See Also
Check related accounts payable and automation resources:
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