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.
Review exceptions in batches
Grouped discrepancies reduce interruptions.
Factu
Useful states
- Received and validated.
- Received with discrepancy.
Turn loose PDFs into clear states.
Factu links supplier, received invoice, and basic review.