Introduction

Automating early invoice processing saves time and cuts down errors. This template captures invoices, extracts key details, and logs them into a central tracker.

How this template works

1. A Finance Agent saves the invoice to a Google Drive folder by year and month (e.g., /AP/2025/May/Invoices/).
2. The Agent It extracts key details: vendor, invoice number, date, due date, and amount.
3. The Agent logs these details in a central tracker with the status “Received”.

Why you should use a Log New Invoices template

This template automatically saves, organizes, and tracks incoming invoices, speeding up your AP process and reducing manual errors.

Who should use a Log New Invoices template

This template is great for AP teams, finance staff, bookkeepers, and small business owners who manage invoices. It helps automate data entry, organize financial documents, and track invoices on time.