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Supplier Invoice Intake

Supplier invoices emailed to your bills mailbox are read by AI, saved in the supplier's folder and added to a Bills list. Bills over your limit go to the owner to approve in Teams, smaller ones are approved automatically, and once a week the approved bills arrive as a file ready to import into your accounting software.

FinanceUses creditsAbout three hours the first time; no experience needed to set upNew

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What’s in the template

  • How it works
  • What it costs
  • Before you start
  • Power Automate basics (read this first)
  • Step 1: Create the Invoices library
  • Step 2: Create the Bills list
  • Step 3: Start Flow 1 and connect the bills mailbox
  • Step 4: Read each PDF with AI
  • Step 5: File it, log it and approve it
  • Step 6: Build Flow 2, the weekly file for your books
  • Step 7 (optional): Send approved invoices into your accounting software
  • Step 8: Test it
  • Troubleshooting
  • Good to know

What you need

Microsoft 365 with a shared mailbox for bills, Power Automate Premium for the person who builds the flow (or a pay-as-you-go environment), and Copilot Credits set up by your admin for the AI step.

What it does

Saves time on: Typing supplier invoices into the books and chasing the owner for approval. Best for: Businesses that get supplier bills by email and want them filed, approved and ready for the books.

New guide. We're still testing this one in our own Microsoft 365, and Microsoft's menus change often. If a step doesn't match what you see, tell us at support@sierrix.com.

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