📖 Why Should I Import All My Invoices Into Burdi?
The Invoice Lifecycle |
Step 1 – Invoice is Imported into Burdi
Invoices from your suppliers are imported directly into Burdi. To get your suppliers to do this, just share your import email address with them.
Step 2 – Set Up The Supplier
Set the supplier up with details like default sale settings. This ensures consistency across jobs and guarantees that your invoicing aligns with your business’s pricing strategy.
Step 3 – Review Invoice
Review the invoice to ensure the details—such as items, quantities, and prices—are accurate before approval.
Step 4 – Publish Invoice
Once reviewed, the invoice is published. Burdi automatically sends it to both ServiceM8 (SM8) and Xero, ensuring seamless integration.
Step 5 – Job Costing & Reporting
After publishing, the invoice data flows into your job reports. The invoice's total will be added to the actual materials for the job, making it visible in the job report. This provides real-time profitability insights and helps with future quoting accuracy.
Related Articles
How long does it take Burdi to scan and import invoices?
How long does it take Burdi to scan and import the invoice? Burdi scans documents and imports your materials instantly! Exporting to ServiceM8 and Xero happens quickly but just how long this takes depends on a few things: If you've selected to always ...📖 Who Uses Burdi and How?
Running a trade business is rarely simple. Between managing suppliers, staying on top of invoices, training apprentices, and keeping jobs profitable, there’s a mountain of admin that can quickly overwhelm any team. That’s why Burdi was built: to ...📖 How Does Burdi Help Your bookkeepers?
For many trade businesses, the back office is where hours disappear. Invoices pile up, supplier details need entering, and reconciling accounts often means late nights or weekends spent catching up. Bookkeepers and office staff are left chasing ...How can I Add a New Supplier in Burdi?
How to Add a New Supplier in Burdi How to Add a New Supplier in Burdi At Burdi, we’ve made it simple and efficient to start managing a new supplier — and it all begins by uploading their invoice. This process helps us understand how that supplier ...Managing Stock Invoices
Managing Stock Invoices Managing stock can get out of control. Watch the video below on how to best use Burdi and ServiceM8 together to manage your stock invoices. Watch the video below to see how to manage stock invoices with Burdi and ServiceM8 ...