Invoices
Extract and manage invoice data with Gemini AI
| # | File | Draw | Claim | Status | ||
|---|---|---|---|---|---|---|
| No invoices found. Upload some PDFs to get started. | ||||||
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| Invoice # | Date | Vendor | Curr | Total | |
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| No invoices found. | |||||
Manage Columns
Control which fields Gemini extracts, which appear in the table, and which are included in exports
| # | Key | Label | Type | Description | Active | View | Export | Sys | |
|---|---|---|---|---|---|---|---|---|---|
| — |
Active = extracted by Gemini. View = shown in dashboard table. Export = included in Excel / JSON downloads. All three are independent.
Line Item Columns
Controls line item extraction, view, and export| Field | Label | Active | View | Export |
|---|---|---|---|---|
Categories
View your cost structure, manage categories, and map vendors to categories for automatic classification.
Current Cost Structure
Your project categories and sub-categories. Manage these in Project Finance → Cost Categories.
e.g. Division 1, Division 2…
Vendor → Category Mapping
Assign a category and sub-category to each vendor. Click "Re-classify All" to apply to all existing invoices.
| Vendor | Invoices | Current Category | Assign Category | Assign Sub-Category |
|---|---|---|---|---|
| / |
No processed invoices yet. Upload invoices first.
Project Finance
Accounts Payable Aging
Cost Tracking — Net Position
| Category | Budget | Invoiced | Paid | Remaining | Health |
|---|---|---|---|---|---|
| per sub-div |
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| Sub-Division | Budget | Invoiced | Remaining |
|---|---|---|---|
Draws
| Draw # | FX Rate | Invoices | Total (Orig) | Total (CAD) | Status | Submitted | Actions |
|---|---|---|---|---|---|---|---|
No draws yet. Create your first draw to start grouping invoices for lender submission.
| Claim # | FX Rate | Invoices | Total (Orig) | Total (CAD) | Status | Submitted | Actions |
|---|---|---|---|---|---|---|---|
All Invoices
| # | Invoice # | Vendor | Date | Amount | Draw | Prov. Claim | Fed. Claim | Category | Payment |
|---|---|---|---|---|---|---|---|---|---|
| — | — | — | Unallocated |
No invoices yet. Upload invoices from the Dashboard.
Payroll
| Employee | Company | Period | Gross | Daily Rate | Lender | Govt | Days | |
|---|---|---|---|---|---|---|---|---|
No payroll entries yet. Add entries manually or upload paystubs.
Processed Invoices
| Invoice # | Vendor | Date | Currency | Amount | Draw | Payment | Actions |
|---|---|---|---|---|---|---|---|
| — |
No project set up yet. Log out and log back in to initialize.
Allocate Invoice
— —
Record Payment
Payment History
Create User Account
Eligible days = Working days − Holidays. Daily rate = Gross / Eligible. Govt billable excludes CPP, EI, Insurance, Holiday Pay.
Check/uncheck invoices to include in this .
| Invoice # | Vendor | Date | Currency | Amount | Billed To | |
|---|---|---|---|---|---|---|
File Tools
Invoice Finder
Upload a CSV/Excel with Vendor + Invoice Number columns, then search a local folder to find and organize the files.
| # | Vendor | Invoice Number |
|---|---|---|
Missing Invoices
| Vendor | Invoice Number | Reason |
|---|---|---|
Found & Copied
| Vendor | Invoice Number | Copied To |
|---|---|---|
Already Exists (skipped copy)
| Vendor | Invoice Number | Location |
|---|---|---|
Bulk Folder Upload
Point to a local folder — the system will recursively scan subfolders and upload + extract all invoice files with Gemini.
| File | Folder | Status | Vendor | Invoice # | Detail |
|---|---|---|---|---|---|
Settings
Change Password
Gemini API Keys
API keys are managed in the server's backend/.env file.
User Management
Public registration is disabled. Only you can create accounts.
| Username | Admin | Active | Created | ||
|---|---|---|---|---|---|
| — |