Invoice Import Rule Overview

The Invoice Import Rule is a key setting that determines which invoices from your integration (accounting or PSA) will automatically flow into FlexPoint. By establishing specific rules, you can ensure that only relevant invoices are imported, making your workflow more efficient and streamlined.

What Are Invoice Import Rules?

Invoice import rules work like a checkpoint that each invoice must pass before it enters FlexPoint.

By setting up an import rule(s), you avoid manually importing invoices and ensure that FlexPoint only imports the ones that align with your business needs.

 

Why Use Invoice Import Rules?

• Efficiency: Automatically bring in only the invoices that you'd like to.
• Accuracy: Prevent importing invoices that aren't ready for your clients.
• Control: Customizing the criteria ensures that FlexPoint only imports the correct invoices.