🧾Invoices

Setup

• There are two ways to integrate your incoming vendor invoices with LVL Up

  1. Email each vendor and have them include the lvl up email sync address on all future emails

  2. Setup an auto forward rule to the lvl up address

• The sync process from here is automated. The app will parse all the associated data from the pdf and link it with your account. If the vendor is new to LVL Up, an alert goes to support to add.

• There are 3 main changes to the UI after you configure your invoices

  1. The dashboard which shows the invoice totals in the last 30 days and next 30 days.

  2. My Vendors screen, will show the last invoice received date with a link to it

  3. Invoice screen which shows the stream of incoming invoices