There are a couple of requirements that determine whether or not our importer can import an invoice or credit note file.
Firstly, the file must be in the .CSV (comma separated value) or .TXT file type. This file type can be opened in a spreadsheet program like Microsoft Excel or Numbers. Some suppliers also support PDF files, you can see what file types are supported by each supplier by heading to Settings > Integrations and clicking on the supplier.
Secondly, the ordering of the data in the file must be the same as the files the supplier normally provides. This is so that we look in the right places when pulling information out of the file. Additionally, ensure the CSV file layout matches Fergus' required column structure. If discrepancies exist, request a sample layout from your supplier to align the format correctly. Submit the invoice only after verifying this compatibility.
The required ordering of the data depends on the supplier themselves and some suppliers offer more than one option for this. If you need to clarify what option to use, feel free to message the support team via the chat bubble at the bottom right of the website - we're more than happy to help!
What if my supplier does not appear as an option for uploading?
If the supplier you use isn't listed, we may not have added support for them yet. You can find out more information on how to get them added here: My supplier isn't listed for invoice importing?
Alternatively, you can use the Generic PDF Invoice Reader to upload PDF invoices from suppliers Fergus doesn't directly integrate with. You can also save time by setting up Email Ingestion for Generic PDF Supplier to receive invoices automatically.