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BT - Log Invoice via Email

Overview

This guide explains how to use the BuilderTrend Cost inbox feature to manage project cost tracking workflow. We'll focus on the procedure to send an email-attached invoice to the BuilderTrend cost inbox.

Process

From the BackOffice Mailbox

  1. Navigate to the BackOffice email inbox and locate the email containing the unprocessed invoice (AP).

  2. Select the email containing the invoice.

Select email

  1. Click the "Forward" email arrow at the top right of the message.

Forward email

  1. In the "To" field, specify the address of the BuilderTrend cost inbox. This might auto-populate in your Outlook client.

Specify address

  1. If the address is missing, you can copy and paste the following: kcjcmeut8z43r7wlmuskslux2nhjza20_ix_16195295@receipts.buildertrend.net

Copy address

  1. Click "Send".

Send email

  1. Click "Close".

Close email

  1. Move the original email message containing the invoice to the corresponding supplier folder. This is important as it signals to other team members that the invoice has been moved to the next step in the AP workflow.

Move email

Check the Invoice in BuilderTrend

  1. Navigate to https://buildertrend.net

  2. Click "Financial".

    Click Financial

  3. Click "Cost Inbox".

    Click Cost Inbox

  4. Verify the invoice was received in BuilderTrend.

    Verify invoice

Conclusion

By following these steps, you can efficiently log invoices via email using the BackOffice Mailbox and BuilderTrend Cost Inbox. This process ensures that all team members are aware of the invoice status and streamlines the AP workflow.