Scanning Invoices

Fortify foods, shop and clinic invoices are scanned into the system weekly.

1) Invoices will be brought to the wellness desk when they are ready to be submitted

2) Label each invoice and receipt according to the cheat sheet linked bellow

• https://docs.google.com/document/d/1Ajwqa2AUUFsBrnLuKUDOFrBXYdjnuz2_k8vwmSNC2MA/edit

3) Scan invoices and receipts and save in the appropriately financial folder (example "2022 Financial" -> "September" folder)

• Single sided invoices can me save as one multi-page PDF where 2+ page invoices and payment receipts must be saved individually

4) Drag saved invoices into the corresponding Google Drive folder

5) Upload saved invoices to HubDoc

• Note there is a toggle option for multi-page PDF uploads and single page PDF uploads

6) Follow the instructions on the "Cheat Sheet" to publish the invoices on the HubDoc software