What this screen is for
If your supplier uses Laabam, the email carrying their invoice also carries a data file alongside the PDF. Drop that file here — the one ending in .laabam.json — and it is read into a reviewable document rather than retyped.
Before anything is saved you see who sent it, the document type and number, the currency and grand total, and a plain statement of what it will become in your books, numbered from your own series. Where accepting converts the document into something else, such as raising your own purchase order from a supplier's quotation, the wording says so rather than describing it as a bill.
When to use it
Whenever a supplier sends you such a file. If you are connected to the supplier directly, their documents arrive by themselves instead and this step is unnecessary.
What you see on this screen
The screen opens as a drop zone, asking you to choose the file or drag it here, and naming the one ending in .laabam.json.
Once a file is read, the review is laid out as:
- A header giving From — the sender's name and connect ID — and, on the right, the document type and number, the currency and grand total, and the document date.
- A line beneath saying what it will become, numbered from your own series, or that it can be read but has nothing to become.
- Before this can be brought in — a red panel listing anything that must be settled first. It is what holds the accept button back.
- An amber panel of warnings, which are worth knowing but do not block.
- The lines table, with What they sent, Qty, Net, and In your books — the product each line will be matched to. Lines needing a decision are counted in the heading, and each offers a picker, a product search, or the option to keep the line as a description only.
- File this against which supplier? — a picker for the supplier the document belongs to, with a search.
Where you may read the inbox but not create bills, a grey panel says so and the accept button is withheld.
Filters and actions
- The drop zone, or Choose a different file once one is loaded.
- The per-line pickers and searches, which resolve what each line becomes in your books.
- Decline this document — for a document that arrived through the inbox.
- The accept button, which stays disabled while any blocker is listed.
Related
- From Suppliers — documents delivered directly, without a file