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Bill capture

Rever provides flexible ways to create, upload, or ingest bills , ensuring faster processing and accurate data capture.

Bill Creation Options​

Option 1: Create Bill Manually / Extract from PDF

  • Go to Bills → Create Bill
  • You can either:
    • Click “Extract PDF” : Upload the invoice PDF and let Rever extract key details (vendor, invoice number, date, amount).

Rever Setup

  • Create Manually : Enter invoice details directly (Vendor, PO reference, Invoice Number, Date, Amount, Tax, Payment Terms).
  • Review extracted or entered information.
  • Click Save to create the bill.

Rever Setup

Option 2: Upload Invoice PDF Directly

  • Go to Bills → click Upload Bill.
  • Select one or more PDF files for upload.
  • Review extracted fields.
  • Click Save to create bills in bulk.

Rever Setup

Option 3: Email Ingestion

  • Each organization has a dedicated email ID.
  • Members/Users can send invoices directly to this email.
  • Rever automatically ingests invoices from email attachments and creates draft bills.
  • Go to Bills List to review, edit if necessary, and save the bills to move the bill from Draft to Under Review.

Rever Setup

OCR Scanning and Vendor Handling​

  • OCR extracts invoice data automatically from PDF or email attachments.
  • If the vendor exists in the system, the Vendor Name is automatically populated.
  • If the vendor is not registered, the vendor must be manually created in the Rever and Post creation of Vendor, it should be edited in the PO or Bill.

Duplicate Detection​

  • When saving a bill, Rever checks for duplicates based on Vendor, Invoice Number
  • Alerts are generated if a potential duplicate is detected.

Rever Setup