Allowing suppliers to submit invoices
Beeline Professional allows suppliers to upload and submit externally prepared invoices generated from their consolidated invoice batch files. These files run according to the schedule defined when creating the invoice blueprint.
Before you start
-
You must have administrator access to Professional.
-
If you don’t have administrator access, you must be assigned the PMO role with the PMO Admin – Create Invoice Blueprints security policy enabled. You can find this policy under Settings > Security & Permissions.
PMO Admins do not have full administrator rights by default.
Steps
To allow suppliers to submit invoices, complete these steps in any supported browser.
-
Log in to your Professional tenant.
-
From the left navigation menu, go to .
-
Turn on the Allow suppliers to submit invoices toggle.
When this option is enabled, suppliers can upload an externally created invoice, add the corresponding External Invoice ID to a system-generated invoice batch file, and submit it to the program office for review.
Suppliers can receive automatic email notifications when their individual batch file runs successfully and is ready for review. To enable this option, go to and create a new invoice process configuring email notifications related to these events.
| Invoice approval notifications are not currently supported. Invoice submission notifications only indicate that the file is ready for program office review. If you would like us to add invoice approval notifications, send us your feedback and include any relevant use cases so they can be considered for a future enhancement. |