Help Center / Bookkeeping / Quick start

Check and approve an invoice

Check what the AI read, pick the DR and CR GL, and approve to post it to your books.

⏱ 3 min read

Step by step

1. 
   1

   Open Accounting in the sidebar, then Purchase Invoices.
2. 
   2

   Click the invoice.
3. 
   3

   Check the supplier, invoice number, date and total against the paper.
4. 
   4

   DR GL is what you spent on (for example, Office Supplies). Fortura suggests one from last time.
5. 
   5

   CR GL is who you owe — usually Trade Payables.
6. 
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   Press Approve.
7. 
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   Fortura shows the entry it will post. Press Confirm & Create to put it in your books.
8. 8

   If Fortura thinks it has seen this invoice before, it warns you — you decide.