# 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)