Guide · Organization
How to organize received invoices without losing context.
Organizing invoices is not only storing PDFs. It is knowing where they came from, whether they match, and what is still missing.
Label by state, not person
Personal folders make close depend on individual memory.
Connect PDF and request
Keep the document with supplier, expected amount, and follow-up history.
Review exceptions in batches
Grouped discrepancies reduce interruptions.
Factu
Useful states
- Pending supplier.
- Received and validated.
- Received with discrepancy.
- Manually resolved or cancelled.
Turn loose PDFs into clear states.
Factu links request, supplier, received invoice, and basic review.