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Input checklist · AI automation

Invoice intake: input checklist

Prepare a small, representative source pack. Start with anonymised invoices and a supplier list and plan a checked invoice register ready for approval.

Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.

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The project in view

Start with
anonymised invoices and a supplier list.
Proposed result
a checked invoice register ready for approval.
A decision to resolve
duplicate invoice numbers and missing tax fields.

This is a planning example. It does not describe a completed client engagement.

Input checklist for this project

  • Start with anonymised invoices and a supplier list. Keep file names and revision dates intact.
  • Include an example that demonstrates duplicate invoice numbers and missing tax fields.
  • Share anonymised samples for initial discussion and identify the owner of the originals.

Questions to answer together

  • Which source is authoritative, and which version applies?
  • Can a complete example and an incomplete example be supplied?
  • Who can approve sharing the files and explain their fields?

What to have at the end

An input register with file names, versions, owners and missing information.

Record the decision on duplicate invoice numbers and missing tax fields alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.

Prepare your enquiry

Use this as a starting point. Add your current process, available examples and constraints before sharing.

Email Ian

Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.