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
Click to Create a new one
Use settings:
Setting
Value
Subscription
NCompass
Resource group
ncompassstorage
Storage account name
3401009999inv Replace the numbers with the numeric part of their serial number
Region
UK South
Primary service
Azure blob storage
Performance
Standard
Redundancy
GRS
On the following pages, at time of writing the defaults are correct, but verify they match these before completing:
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.
Click on Add Container to create a new container
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 Field
Azure Location
Example
Description
N/A (value doesn't need to match Azure)
Account Name
Security + Networking -> Access Keys -> Storage Account Name
Container Name
Data Storage -> Containers -> Name of the Container Created
Container Endpoint
Settings -> Endpoints -> Blob service -> Blob service
https://ncompassstoragebeta.blob.core.windows.net/
Account Key 1
Security + Networking -> Access Keys -> Key 1
LxN8uQp1zKaM7fT+YrjGdVbHcwXqEo9sRm==
Account Key 2
Security + Networking -> Access Keys -> Key 2
Connection String
Security + Networking -> Access Keys -> Connection String
DefaultEndpointsProtocol=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.

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
Navigate to Administration → Manufacture & Suppliers.
Open the supplier you want to configure.
Select the Purchase Invoice tab.
Locate the setting:
Split files which contain more than one invoice by matching
Enable this setting.
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:
Navigate to Products → Purchase Invoicing → Invoice Assistant → Add Invoices to Process.
Select the Supplier from the drop-down list.
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.
Once uploaded, the invoices will be stored in NCompass and made available for processing.
Processing Uploaded Invoices
To process the uploaded invoice files:
Navigate to Products → Purchase Invoicing → Invoice Assistant → Process Invoice Files.
A list of all uploaded invoices awaiting processing will be displayed.
(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.
Select the invoice you want to process.
Click Create Invoice.
Complete the purchase invoice as you normally would within NCompass.
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.
 

Setting up mailbox to strip invoices from emails
The following configs need to be set