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Invoice System Overview

CloudBars provides a comprehensive invoice management system designed to streamline the processing of supplier invoices for cottage maintenance, cleaning, and other property services.

How the system works

The invoice system combines automated processing with human oversight to ensure accuracy while reducing manual work:

  • Upload or Create

    Add invoices by uploading files or entering details manually

  • AI Processing

    System extracts information and matches cottages, owners, and suppliers

  • Auto-Approval

    Invoices that pass validation rules are approved automatically

  • Manual Review

    Complex cases are flagged for finance team review

Key features

Intelligent document processing

  • AI extraction: Automatically reads invoice details from uploaded files
  • Smart matching: Links invoices to the correct cottage, owner, and supplier
  • Bank detail capture: Extracts payment information for processing
  • Multiple formats: Supports PDF documents and image files

Automated workflows

  • Validation rules: Configurable business rules for automatic approval
  • Status tracking: Real-time updates on processing progress
  • Exception handling: Flags issues that need human attention
  • Bulk processing: Handle multiple invoices simultaneously

Manual oversight

  • Review interface: Clear view of invoices needing attention
  • Edit capabilities: Modify details before final approval
  • Approval workflow: Finance team can approve, reject, or make changes
  • Audit trail: Complete history of invoice processing

Invoice statuses

Each invoice progresses through different states:

Status Description Action Required
Processing Initial upload, AI analysis in progress None - system working
For Review Needs manual verification Finance team review
Approved Ready for payment Payment processing
Paid Payment completed Archive/reporting
Rejected Not approved for payment Supplier communication

Getting started

For finance teams

  1. Set up automation rules - Configure business rules for automatic processing, or leave automatic processing off.
  2. Monitor Incoming Invoices - Review and approve or reject any invoices that need checking.

For property managers or managed services

  1. Upload invoices - Use bulk upload for efficiency or manually add
  2. Submit for approval - Let the system handle the rest

Automation rules

The system uses configurable rules to determine which invoices can be auto-approved.

Improving automation

The more specific your rules, the more invoices can be processed automatically. Start conservative and adjust based on experience.

Common workflows

Standard invoice processing

  1. Upload - Property manager uploads invoice file
  2. Extract - AI reads supplier, amount, and service details
  3. Match - System links to cottage and owner
  4. Validate - Business rules check if approval is appropriate
  5. Approve - Auto-approved or sent for manual review

Manual review process

  1. Review - Finance team sees flagged invoices
  2. Verify - Check extracted information is correct
  3. Edit - Modify details if needed
  4. Decide - Approve or reject.

Best practices

For accuracy

  • Upload clear, readable invoice files
  • Maintain up-to-date supplier information
  • Review and adjust automation rules regularly

For efficiency

  • Use bulk upload for multiple invoices
  • Set appropriate automation rules

Next steps