Importing Supplier Documents

“Fergus makes it easy to keep track of all your supplier invoices and credits. No more double handling or manually entering details from scratch.

With everything in one place, you’ll never lose track of an invoice again.

Let’s go over the different ways you can upload supplier documents to Fergus.

If you set up your supplier integrations in settings, your invoices will automatically appear in the supplier docs section. No extra work required.

Fergus can seamlessly read invoices from integrated suppliers because it recognizes specific formats. To enable this, simply provide your supplier with your unique Fergus email found on their integration page and ensure they send the correct file type such as PDF or CSV.

Once they start emailing invoices to this address, they’ll automatically land in supplier docs, saving you time and hassle.

What if your supplier doesn’t integrate with Fergus? No worries. Our generic PDF invoice reader uses AI to process PDF invoices from any supplier. To make this process automatic, go to the integration center and select generic PDF invoice reader, just like any other supplier integration. Find your unique Fergus email and share it with suppliers who will be sending invoices.

As long as they send PDF invoices, Fergus will automatically pick them up. Since AI is reading these documents, we recommend double checking invoices before assigning them to ensure all details are accurate.

For more information, check out our guides on setting up standard supplier integrations and using the generic PDF invoice reader.

Prefer to upload files yourself? No problem. You can drag and drop your supplier documents straight into the blue box in your ‘Supplier Docs’ section.

Here’s what you need to check before uploading.

Check that your supplier is integrated with Vergus and check that you’re using the correct file type. Some suppliers require CSV files, while others accept PDFs.

Not sure what file type your supplier needs? Head to settings, integration center and select your supplier. You’ll find the supported file types on the right hand side. And if your supplier isn’t integrated with Fergus, no problem. You can simply drag and drop your PDF invoices into supplier docs and select generic PDF invoice reader as the supplier.

Fergus will use AI to read and upload the invoice details for you.

If you ever need to manually enter an invoice or credit, just use the ‘add paper invoice’ or ‘add paper credit’ buttons in the top right corner. This lets you enter all the details from scratch.

Once uploaded, all invoices sit in the supplier docs tab. From here, you’ll need to assign them to the right jobs. If you included a Fergus job number when placing your order, Fergus will match it automatically.

Just click assign and you’re done. If there’s no job number reference, don’t worry. Use the search bar to find the correct job and assign it manually. And that’s it. Now you’re all set to manage your supplier invoices quickly and easily in Fergus.”