Purpose
Automatically create and populate bill records from vendor invoices using AI-powered data extraction, eliminating manual data entry.
Available Methods
π§
Email Capture
For New Bills
Forward invoices to create new bill records automatically
Best for: New vendor invoices
π€
AI AutoFill
For Existing Bills
Upload invoices to populate existing bill records
Best for: Updating draft bills
Method 1: Email Capture (New Bills)
βοΈ
Setup Email Capture
One-time configuration
- Navigate to Bills module
- Click the green '+' button
- Select Email Capture
- Copy the provided email address
- Save as contact "TRUE Bills" in your email client
π§ Daily Use: Simply forward vendor invoices to the capture address. TRUE creates bill records with all fields and line items populated.
Method 2: AI AutoFill (Existing Bills)
π
Using AI AutoFill
Upload invoices to existing records
- Select or create a bill from your Bills list
- Upload the vendor invoice via the βFilesβ icon (PDF, JPG, PNG)
- Click Options in the toolbar
- Select AI AutoFill
- Upload the vendor invoice (PDF, JPG, PNG)
- AI attempts to read and populate all relevant fields
- Review the extracted information
What Attempts To Get Extracted
π Bill Details
- Invoice number
- Invoice date
- Due date
- Payment terms
π’ Vendor Information
- Vendor name
- Linked Vendor account
π Line Items
- Item descriptions
- Quantities
- Unit prices
- Line totals
π° Financial Totals
- Subtotal
- Tax amounts
- Shipping/fees
- Total due
Supported File Formats
π
PDF Files
Most common format
πΌοΈ
Image Files
JPG, PNG formats
π
Email Attachments
Via email capture
Best Practices
π‘ Tips for Best Results
- Ensure invoices are clear and readable
- Include all pages of multi-page invoices
- Use Email Capture for new bills to save time
- Review extracted data before saving
- Set up vendor-specific prompts for better accuracy
Requirements
Version: TRUE 19.1.24+ β’ Module: Bills access required β’ Setup: Email Capture configuration β’ Formats: PDF, JPG, PNG supported
Need help? Contact support at support@constructtrue.com or return to AI Tools Overview