Note: Before accessing the Upload PDF invoice, ensure that the PDF Invoice Upload Client settings are enabled at both the Client and Firm Office levels. These settings can be enabled by M-Admins users. Without this setup, the Upload PDF Invoices tab will not be accessible.

1. To access the Upload PDF Invoices screen, navigate to the Invoices menu on the Collaborati homepage and click on the Upload PDF Invoices tab. Alternatively, you can access this tab via the Quick Links section.

2. For the first-time users, a popup displaying the Collaborati AI Terms & Conditions will appear. Only Firm Admins can agree to these terms, and their acceptance grants all other users in the firm access to this feature.

3. When the Upload PDF Invoices tab is accessed, the corresponding screen provides an overview of the PDF Invoice Workflow and lists the possible statuses a PDF invoice can go through before final submission. For more information about the Status of PDF Invoice.

4. Below the Status section on the Upload PDF Invoices screen, locate the fields required to upload a PDF invoice. Fill in all necessary information in the fields provided as per the instructions and requirements provided and users can download the sample invoice template to upload on the screen.

   Note: Carefully review the instructions provided in the Upload PDF Instructions and Requirements section before proceeding to Upload PDF Invoice.

5. After filling in all the required fields, click the Upload PDF button. The system will validate the file. If no errors are detected, the PDF will upload successfully, and a success message will display on the screen.

Note: Collaborati AI may take some time to process the uploaded PDF invoice. If email notifications are enabled, you will receive an email notification once the processing is complete.

6. After uploading, scroll down to the table at the bottom of the page to review the uploaded PDF invoice and its status.
7. All uploaded invoices are displayed in a table at the bottom of the Upload PDF Invoices screen, showing their statuses for easy monitoring. If errors are identified in the uploaded PDFs, users can review and update the invoices before resubmitting them for approval.

8. By Clicking on the Invoice number users will be redirected to Preview and Submit screen on this screen users can compare the uploaded PDF Invoices with the Original Invoice which will be automatically attached to the invoice record before sending it to client approval if there are no errors.