To set up Perk to export invoices to a third-party system, you need to configure specific settings for invoice processing and then configure the invoice export integration.
If you try to export invoices without having set up the invoice export integration correctly, an error is triggered. An export error is displayed in the invoice.
Invoice export settings
You set up Perk to export invoices to the third-party integration in Integrations > Invoice export. The wizard helps you determine the required configuration depending on the target system.
If you try to set up multiple integrations for exporting invoices (i.e. an integration together with the Spend API export), you may encounter the error Validation: Multiple export facilities applicable when you try to export an invoice. You can only have one active export integration at a time.
The wizard guides you through the export setup in steps:
- Search: export setup name and type of document
- System: type of target system
- Configuration: specific settings for the target system
- Export via SFTP: for file-based exports, determines how the file is saved on the SFTP server.
- Automation: sets up an automatic job to export invoices
- Authentication: credentials for connecting to the target system (in the case of API-based exports).
Invoice settings
You can configure how invoices are exported from Perk in Settings > Supplier invoices > Invoice settings.
| Option | Description | Location |
|---|---|---|
| Enable posting date | Include a specific posting date for all invoices. See Posting dates in invoices. | Settings > Supplier invoices > Invoice settings, General settings |
| Export uploaded invoices |
Export a PDF version of all invoices. Not all export facilities support this option. See the specific integration for more information. |
Settings > Supplier invoices > Invoice settings, Export log |
| Disable manual exports | If you select this checkbox, financial reviewers cannot export invoices manually. They can only be exported using an automatic job via SFTP or API using the integration set up in Settings > Integrations, Invoice export tab. The export process cannot be triggered ad hoc. |
Settings > Supplier invoices > Invoice settings, ERP settings |
| Name of exported ZIP file for invoices | If you select Export uploaded invoices, choose a folder name for the Invoice PDF files. By default, Perk uses Invoices. |
Settings > Supplier invoices > Invoice settings, Export log |
| Exclude cost objects from export | See Invoice categories. Only valid for specific ERPs: - Non-PO invoice export: standard Yokoy file-based export, DATEV (file-based), ABACUS API, ABACUS file-based, TOPAL. - PO invoice export: Oracle Netsuite, SAP Innflow, Yokoy API (pull) |
Settings > Supplier invoices > Invoice categories |