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How do I Split An Invoice By Page?

 

  1. Log into Docyt: Access Docyt through the web app by logging into Docyt.

  2. Access the Invoice Queue in Expense Management:

    • Click on 'Expense Management' in the top header menu.
    • From the dropdown, choose 'Accounts Payable'.
    • Then, select 'Invoice Queue' to view all your invoices collectively.

  3. Tip: Scan and upload all your invoices as a multi-page PDF to your Docyt invoice queue. Once uploaded, you can split the multi-page PDF into individual invoices for better organization.

    1. After uploading a multi-page PDF to the invoice queue, click on the amount box of the invoice and select 'Split Invoice by Page.'
    2. You will enter the 'Split Invoice by Page' window.
    3. In the top right corner, click on 'Add split below this page' to initiate the split.
    4. Use the ">" button to move to the next page, and click 'Add split below this page' again to continue splitting.
    5. Repeat these steps until you have split all the pages of the PDF.
    6. Click on 'Done' when you have finished splitting the invoice.

    Following these steps, you can effectively split a multi-page PDF invoice into individual invoices within Docyt, allowing for better organization and management.