# Purchase Invoice Assistant # Creating a Storage Location (Azure)
#### Creating A Storage Account Access Storage Locations in the Azure portal by using the following link: [https://portal.azure.com/#browse/Microsoft.Storage%2FStorageAccounts](https://portal.azure.com/#browse/Microsoft.Storage%2FStorageAccounts) Click to Create a new one [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2025-07/scaled-1680-/0xjBLCzg76fgf7UX-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2025-07/0xjBLCzg76fgf7UX-image.png) Use settings:
SettingValue
SubscriptionNCompass
Resource groupncompassstorage
Storage account name3401009999inv *Replace the numbers with the numeric part of their serial number*
RegionUK South
Primary serviceAzure blob storage
PerformanceStandard
RedundancyGRS
On the following pages, at time of writing the defaults are correct, but verify they match these before completing: [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2025-07/scaled-1680-/8PCFz06ukoa6rb4Q-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2025-07/8PCFz06ukoa6rb4Q-image.png) #### Creating a Container Once you have created your storage location, you will then need to add a container to store the invoices. Navigate to Data Storage > Containers in the side menu. [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2025-07/scaled-1680-/pkhi88suHPBnVZqt-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2025-07/pkhi88suHPBnVZqt-image.png) Click on Add Container to create a new container [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2025-07/scaled-1680-/sekjCJgFXRCn58xr-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2025-07/sekjCJgFXRCn58xr-image.png) This new container should be named xxxxxxxxxxxxinvoices with the customers serial number replacing the x's. Leave the rest of the settings as the default. #### Getting the details from Azure for population in NCompass. Give the below details to the Support Engineer configuring the customer's system.
NCompass FieldAzure LocationExample
DescriptionN/A (value doesn't need to match Azure)
Account NameSecurity + Networking -> Access Keys -> Storage Account Name[![image.png](https://kb.findesolutions.com/uploads/images/gallery/2025-07/scaled-1680-/zVm1p01cRd1ghDnn-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2025-07/zVm1p01cRd1ghDnn-image.png)
Container NameData Storage -> Containers -> Name of the Container Created[![image.png](https://kb.findesolutions.com/uploads/images/gallery/2025-07/scaled-1680-/TTwsrtOITF7zSXBb-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2025-07/TTwsrtOITF7zSXBb-image.png)
Container EndpointSettings -> Endpoints -> Blob service -> Blob service https://ncompassstoragebeta.blob.core.windows.net/
Account Key 1Security + Networking -> Access Keys -> Key 1LxN8uQp1zKaM7fT+YrjGdVbHcwXqEo9sRm==
Account Key 2Security + Networking -> Access Keys -> Key 2
Connection StringSecurity + Networking -> Access Keys -> Connection StringDefaultEndpointsProtocol=https;AccountName=ncompassstoragebeta;AccountKey=LxN8uQp1zKaM7fT+YrjGdVbHcwXqEo9sRm==;EndpointSuffix=core.windows.net
Connection String 2 (If Present)Security + Networking -> Access Keys -> Connection String 2
The following config needs to be set with the storage location once created and set up inside of NCompass. [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2026-06/scaled-1680-/CCOkpsWhEpDbnQ0M-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2026-06/CCOkpsWhEpDbnQ0M-image.png) # Splitting Multiple Supplier Invoices from a Single PDF If a supplier sends **multiple invoices within a single PDF file**, NCompass can automatically split the document into separate invoice files during processing. ## Prerequisites Before enabling this feature, ensure you know the text that consistently appears on either the **first** or **last** page of every invoice (for example, **"Page 1"**). ## Enabling Invoice Splitting 1. Navigate to **Administration** → **Manufacture & Suppliers**. 2. Open the supplier you want to configure. 3. Select the **Purchase Invoice** tab. 4. Locate the setting: **Split files which contain more than one invoice by matching** 5. Enable this setting. [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2026-06/scaled-1680-/QxtJs21Jef7k1oyl-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2026-06/QxtJs21Jef7k1oyl-image.png) ## Configuring the Split Once enabled, NCompass will split the PDF whenever it finds a specified piece of text. ### Split on First Page Choose this option if the matching text appears on the **first page** of every invoice. For example: - **Split On:** First Page - **Matching Text:** `Page 1` This will create a new invoice each time **"Page 1"** is detected, ensuring that invoices spanning multiple pages remain together. ### Split on Last Page Choose this option if the matching text appears on the **last page** of every invoice. NCompass will end the current invoice whenever the specified text is found and begin a new invoice on the following page. # Processing Supplier Invoice Files The **Invoice Assistant** allows you to upload supplier invoice PDFs into NCompass and process them into purchase invoices. This can simplify invoice entry and retain the original invoice document for future reference. # Adding Invoice Files To upload invoices ready for processing: 1. Navigate to **Products** → **Purchase Invoicing** → **Invoice Assistant** → **Add Invoices to Process**. 2. Select the **Supplier** from the drop-down list. 3. Add your invoice files using one of the following methods: - Click **Add Invoices** and browse to the invoice files. - Drag and drop the invoice files directly into the window. 4. Once uploaded, the invoices will be stored in NCompass and made available for processing. [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2026-06/scaled-1680-/Rsf26FSzAmvo7gce-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2026-06/Rsf26FSzAmvo7gce-image.png) --- # Processing Uploaded Invoices To process the uploaded invoice files: 1. Navigate to **Products** → **Purchase Invoicing** → **Invoice Assistant** → **Process Invoice Files**. 2. A list of all uploaded invoices awaiting processing will be displayed. 3. (Optional) Choose how you want to view the invoice document: - **Pop Out Section** – Displays the invoice in a separate panel. - **New Window** – Opens the invoice in a separate window, ideal if you have a second monitor. 4. Select the invoice you want to process. 5. Click **Create Invoice**. 6. Complete the purchase invoice as you normally would within NCompass. [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2026-06/scaled-1680-/3DomKj9q0vJDuu3A-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2026-06/3DomKj9q0vJDuu3A-image.png) --- # Viewing the Invoice While Processing Opening the invoice in a separate window can make data entry much easier, particularly when using two monitors. **Recommended setup:** - **Monitor 1:** Purchase Invoice entry screen - **Monitor 2:** Supplier Purchase Invoice popped out in new window. This allows you to reference the supplier's invoice while entering the details into NCompass. --- # Exporting Invoice Attachments If you export purchase invoices to your accounts package using the **NCompass API integration**, the original supplier invoice PDF can also be exported and attached to the purchase invoice. This is supported when exporting to: - Xero - Sage This allows users within the accounts package to view the original supplier invoice directly from the purchase invoice record. The following config needs to be set. [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2026-06/scaled-1680-/P7jvFe2YZOBev9ye-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2026-06/P7jvFe2YZOBev9ye-image.png) # Setting up mailbox to strip invoices from emails The following configs need to be set [![image.png](https://kb.findesolutions.com/uploads/images/gallery/2026-06/scaled-1680-/dR7bJefuyh9At3zF-image.png)](https://kb.findesolutions.com/uploads/images/gallery/2026-06/dR7bJefuyh9At3zF-image.png)