The Payments tab on the left hand side navigation menu is where you can find and manage your invoices. From there, you can also filter invoices based on their source.
Juni Match collects and scan invoices for fast invoice entry, you can use Juni Match in one of the following ways:
Import invoices via integrations
Currently we support two integrations for invoice purposes (Google Ads and Meta accounts). Once connected, Juni will automatically pull available invoices from your connected accounts and populate them in the Payments tab.
To learn how to connect your Google Ads and Meta accounts, check out this article.
Import invoices via email forwarding
You can now send your unpaid invoices to unpaid@my.juni.co, individually or in bulk. We will automatically extract data and store the invoices on Juni platform in your Payments page, for future payments. You can then choose to pay invoices now or schedule for later, using your debit or Invoice Credit funds.
Things to note:
File Size: 40 megapixel and 20 mb
File type: PDF, Image (jpeg, png, HEIC), Email Body
Sender’s email id: Anyone who is a user in the company (no “+” alias accepted)
Bulk forward: You can forward multiple invoices in a single email, up to a total of 20 mb.
Pages processed per document: First 3 pages of every file
Security protocols requirements:
You can toggle security requirements going to Settings > Accounting and toggle "Juni Email Forwarding Authentication".
Once enabled, Juni will require to have enabled at least 1 security mechanism between SPF and DKIM in your email provider to be able to use Juni Email Forwarding. This allows us to verify that the emails are from you. Note that having all three protocols-SPF, DKIM, DMARC, is ideal as that would ensure the highest level of security for your organisation. Please do consult your IT team to identify the best security setup for your business.
Here are the Google articles which talk about these security protocols:
Where can I see invoices sent to unpaid@my.juni.co?
You see all your unpaid invoices if you head to Money → Payments
Is there a limitation on the size of file that I can forward?
Each file size should be under 20 mb and 40 megapixel. We will extract the first 3 pages of each document.
Which mail ids can I use to send unpaid invoices to unpaid@my.juni.co?
For security reasons, we accept unpaid invoices only from the email ids which are added to Juni as users.
Please navigate to Settings → My Team to check the email ids which are added to the platform.
To add any more users, click on Add User. If you need an existing email id to be updated, please reach out the customer success.
You can autoforward emails to unpaid@my.juni.co setting up forwarding filters on Gmail. Learn more here.
Upload invoices via manual upload
The other way to get invoices into Juni is to upload them manually using the “Import Invoice” button in the top right.
This allows you to upload an invoice by either searching for a file on your computer or dragging it directly into the upload field.
Once processed, we auto-fill in as much of the information as possible via OCR.
Any fields that we cannot automatically find and fill will be highlighted for your review. Please ensure you double check the data we have extracted with the invoice on the right hand side.
You can either complete the information now, or save and come back to it later. Please note, you must always enter an amount and currency for the invoice before proceeding.
Once you have saved the invoice, you can edit the details at any time using the side panel.