Fergus has a wide range of standard integrations with suppliers across New Zealand, Australia and the UK. This functionality allows you to import your supplier invoices and/or credits (as PDF or CSV files) into your Fergus account for you to assign to jobs, allowing you to skip manually adding materials costs into jobs.

For suppliers who don't have a standard integration, use the Generic PDF Invoice Reader. For paper invoices, take a photo and drag and drop it onto the Supplier Docs page, and Fergus will read it for you.

Check out our guide on setting up email ingestion for standard integrations.

In this article we'll cover:

If the supplier you're buying materials from is a supplier we support a Standard Integration for (you can check by clicking here), you can download your supplier invoices and/or credits (PDF or CSV) from the supplier's Trade Portal or email and save them to an easily accessible folder. You can also drag and drop a photo of a paper invoice or credit note.

Next, click "Supplier Documents" in the menu bar.

Drag & drop the invoice/credit files or photos into the blue box, or click Choose Files.

Pick your supplier from the list then click "Import".

After importing, the invoice or credit will show under supplier documents to process with the status "New".

If you have a paper invoice, the quickest way is to take a photo and drag and drop it (see section 1). If you'd rather enter the details yourself, click "Supplier Documents" in the menu bar.

To add invoices/credit notes by hand, click on the buttons "Add paper invoice" or "Add paper credit".

You will see a pop-up where you will need to input the details and the line items from your paper invoice/credit. When you're done click "Complete".

Another pop-up will appear asking you if the invoice has been entered correctly, click "Approve" when you are happy with the invoice.

It will appear under the Supplier Documents to Process with the status "New".

3. How to assign invoices/credit notes

To assign invoices/credit notes to the appropriate site visit, search for the site visit the invoices/credit notes correspond to. Please note, if your invoice contains a job order number, Fergus will auto match it to the corresponding site visit, and you can click Assign to confirm without doing a search.

After you have found the site visit to assign the invoice/credit note you will be prompted with a pop-up asking you to confirm the document assignment. Click "Assign" if you are sure the document corresponds to the site.

To undo this action click the "Undo Action" button.

Reconciling Supplier Documents

Reassigning supplier Invoices
​How to set up the Reece Integration
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Thanks for taking the time to read our Article, if you have any questions please get in touch via support@fergus.com