Purpose

Automatically create and populate bill records from vendor invoices using AI-powered data extraction, eliminating manual data entry.

Available Methods

πŸ“§

Email Capture

For New Bills

Forward invoices to create new bill records automatically

Best for: New vendor invoices

πŸ“€

AI AutoFill

For Existing Bills

Upload invoices to populate existing bill records

Best for: Updating draft bills

Method 1: Email Capture (New Bills)

βš™οΈ

Setup Email Capture

One-time configuration

  1. Navigate to Bills module
  2. Click the green '+' button
  3. Select Email Capture
  4. Copy the provided email address
  5. Save as contact "TRUE Bills" in your email client

πŸ“§ 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)

πŸ“

Using AI AutoFill

Upload invoices to existing records

  1. Select or create a bill from your Bills list
  2. Upload the vendor invoice via the β€œFiles” icon (PDF, JPG, PNG)
  3. Click Options in the toolbar
  4. Select AI AutoFill
  5. Upload the vendor invoice (PDF, JPG, PNG)
  6. AI attempts to read and populate all relevant fields
  7. Review the extracted information

What Attempts To Get Extracted

πŸ“Š Bill Details

  • Invoice number
  • Invoice date
  • Due date
  • Payment terms

🏒 Vendor Information

  • Vendor name
  • Linked Vendor account

πŸ“ Line Items

  • Item descriptions
  • Quantities
  • Unit prices
  • Line totals

πŸ’° Financial Totals

  • Subtotal
  • Tax amounts
  • Shipping/fees
  • Total due

Supported File Formats

πŸ“„

PDF Files

Most common format

πŸ–ΌοΈ

Image Files

JPG, PNG formats

πŸ“Ž

Email Attachments

Via email capture

Best Practices

πŸ’‘ 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