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Recent Invoices
View all →| Invoice # | Client | Date | Items | Amount | Status |
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No invoices yet. Upload a PDF to get started. |
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Quick Actions
| Invoice # | Client | Date | Pallets | Items | Amount | Status | Actions | |
|---|---|---|---|---|---|---|---|---|
No invoices uploadedUpload a PDF invoice to start converting to IIF format |
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Ready Invoices
No invoices ready for IIF generation
IIF Preview
Select one or more invoices to preview the IIF output.
| Invoice Item Name | → | Reckon Item Code | Reckon Description | Variety | Tax Code | Actions |
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No mappings configured yet. Add items or import from CSV. |
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| Client Name (Reckon) | Invoice Alias(es) | Address | Terms | Invoices | Actions |
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No clients configured. Add clients or import from CSV. |
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General Settings
Appears in exports and reports
Reckon template name for new invoices
How dates are shown in the dashboard
Price to use when PDF shows $0.00
Interface appearance
IIF Format Settings
Configure how the IIF file is generated for Reckon import.
Reckon v34 requires MM/DD/YY
Required
Add GST tax code to each SPL line
Applied when item mapping has no tax code
Where to put connote number in IIF
Where to put pallet number in IIF
Where to put transport info in IIF
Reckon Invoice Fields
Configure which fields are included in the generated IIF. Based on your Reckon template: BAF RM&HD
Header Fields
Line Item Fields
PDF Parsing Settings
Configure how invoice PDFs are read and interpreted.
Library used to extract text from PDFs
Try to match client name automatically
Try to match items using translation table
Data Management
Export, import, or reset your data.
Download clients, mappings, and settings as JSON
Restore from a previous export
Delete all invoices, clients, and mappings