Light supports multiple ways to bring vendor bills into AP: uploading files, manual entry, email-to-inbox, and CSV import. All ingested bills land in the Inbox tab.
Navigate via Spend management → Bills.
Ways to Enter a Bill
Upload (PDF, image, or CSV)
- Click Upload bills
- Drop files into the upload drawer or click to browse
- Accepted formats: PDF, JPG, JPEG, PNG, TIFF/TIF, plus CSV for bulk import
- Bills appear in the Inbox tab once processed
Uploaded files run through AI extraction — see AI invoice extraction.
Good to know: If the AI extracts a PO number from the bill, Light automatically matches the bill to the corresponding open purchase order for that vendor. You'll see the PO link already filled in when you open the bill in the Inbox.
Email-to-Inbox
Your organization has a dedicated bill forwarding email address. Email a bill attachment to that address and it lands in the Inbox.
Manual Entry
For bills without a document (or to add line-level detail), open a bill in the Inbox and edit it directly. You can also create a bill from scratch from a vendor's record.
CSV Bulk Import
Upload a CSV via the same Upload drawer to create multiple bills at once.
Bill Detail Fields
Once in the Inbox, open a bill to fill in or edit:
Header
- Vendor
- Entity
- Currency
- Invoice number / invoice date / due date
- Payment method and From account (defaults from the vendor)
- PO number (if matching against a purchase order)
Line items — for each line:
- Description
- Net amount, tax amount, and total amount
- GL account
- Tax code
- Cost center / custom dimensions
- Amortization (release template start/end date — see Deferred entries)
Duplicate Detection
When a bill is ingested, Light flags potential duplicates. The flagged bill shows a duplicate indicator and may move to the DUPLICATED state, where it can be reviewed before being kept or discarded.
After Inbox
Once a bill's data is complete, it moves into approval. See Bill approval.
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