Importing a subcontractor invoice with a Chat skill

Use Import Invoice when you want to turn one subcontractor invoice PDF into a Draft invoice submission that you can review.

Best for: Project accountants processing individual vendor invoices · Requires: AI Chat and financial write access, an existing Commitment and SOV, and a valid Billing Period.

1. Open Chat.
2. Select Skills, then Import Invoice.
3. Attach the subcontractor invoice PDF.
4. Ask Chat to import the invoice.
5. Review and answer any questions about the project, subcontractor, Commitment, Billing Period, or SOV line matching. Chat does not guess when a match is ambiguous.
6. After Chat reports completion, open the created Draft invoice.
7. Verify the invoice number, date, Billing Period, SOV lines, amounts, retention, and source PDF before submitting it for review.

The selected skill remains active for that Chat until you clear its skill badge. The skill creates a Draft; it does not approve the invoice or replace accounting review. If the source is not a subcontractor invoice or required matching information is unavailable, provide a clearer file or complete the normal invoice workflow manually.

For other import methods and larger batches, see Importing budgets, SOVs, invoices, and Receipts.

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