Capture Invoices & POs

Capture Invoices & POs in Adobe Acrobat — with two ready prompts: the immediate one, and the one that makes it stick. 1 real situation leads here.

2prompt heights
1situation
1role does it
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The moments that lead here

If one of these is your afternoon, you are in the right place.

Capture received invoices and purchase orders in one searchable file for monthly bookkeeping.

2 ready prompts

Written for the moment this actually comes up.

Execute — do the immediate task

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Capture received invoices and purchase orders: combine supplier invoices, POs, and delivery notes…
Capture received invoices and purchase orders: combine supplier invoices, POs, and delivery notes into one searchable PDF, compress it to email size, and send to [recipient=Luis] in bookkeeping by the end of the day.

Improve — make it easier to accept

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Before sending the monthly bookkeeping file to Luis, organize the combined PDF by vendor, run OCR…
Before sending the monthly bookkeeping file to Luis, organize the combined PDF by vendor, run OCR so line items are searchable, compress without losing legibility, and add a one-page index listing invoice numbers and totals to prevent follow-up requests.

Who does this, and with what

The same task is different work inside a different job.

Store SupervisorAdobe Acrobat ProQuickBooksalso: Create Searchable Archivealso: Organize For Bookkeeping

Next to this one

Other record work people do in Adobe Acrobat.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.