Upload Invoices to Vori 

How to Get Invoices into Vori

There are several ways to get your vendor invoices into Vori for processing:

• EDI Automatic Integration: This upload process is supported for certain vendors (KeHE, JFC, CSWG, Good Stuff) through a direct system-to-system integration. Please contact Vori support for more details.

• Invoice Email Inbox: Set up a dedicated email inbox that auto-forwards invoices to Vori for mapping, upload, and processing. Learn more about Setting Up an Invoice Inbox for Cost Changes.

• Spreadsheet Import: Download and upload Excel sheets for specific vendors like UNFI and Supervalu. View guides for Downloading UNFI Invoices and Downloading Supervalu Invoices.

• Manual Scan and Upload: Scan paper invoices using a document scanner and manually upload the files to the Back Office Invoice tool. Learn more about Connecting the Brother Document Scanner to a Computer. 

Supported Invoice File Types

You can manually upload the following file types for review:

• Image file

  • PDF

  • PNG

  • JPG

• Spreadsheet

  • XLS

  • CSV

  • TXT

How to Scan an Invoice Using the Brother Scanner

To scan a paper invoice, you will use the Brother iPrint&Scan application. Following these steps ensures your invoice is scanned correctly so our system can read the details quickly and accurately.

1. Prepare the document. Before scanning, check the invoice to make sure it can be processed automatically:

   • Avoid handwritten invoices, as the system often cannot read them.

   • Ensure the invoice includes a Vendor Name. Invoices will fail without an associated vendor.

   • Ensure the invoice includes a scannable barcode, UPC, or item code for each line item. 

2. Load the invoice. Place the pages upside down and backward into the scanner's automatic document feeder. This ensures the final scan is oriented correctly.

3. Open the Brother iPrint&Scan application and click the Scan icon.
   
   

4. In the software, review your settings and click the green Scan button.
   
   

5. Once the scan is complete, a preview will appear. Click Save to PC.

6. Name your file. In the pop-up window, enter a unique name in the File Name field. 

   
   
   

   1. 💡 Tip: Using a consistent naming convention (e.g., Tony’s_Invoice_789) is not required but can help you stay organized.

7. Confirm the Save folder is correct, then click Save. The file is now ready for upload.

8. Vori’s machine learning will automatically extract key details like the vendor and invoice number for you.

How to Upload an Invoice to the Back Office

Once your invoice file is saved to your computer, you can upload it to Vori.

1. Log into Vori Back Office and navigate to the Invoice tool.

2. Click New Invoice in the top left corner of the page.

3. Select either Bulk Upload or Import via Spreadsheet.

4. Drag your invoice files into the upload window or click to select them from your computer.

5. After adding your files, click Upload File.

After You Upload

Here is what to expect after your invoice has been successfully uploaded.

• Your uploaded invoices will appear in the Invoice tool under the All tab while processing.

• Once the invoice is ready, it will move to the Needs Attention tab.

• Vori will process the data and flag the following for your review:

  • New Items

  • Cost Changes

  • Tag Printing Needs