In order for an invoice to pass through the Charter Hall business firewall in Tradeshift, the invoice must contain specific data.

Invoices Created Within Tradeshift:

• Invoice number
• Add optional field > Person Reference - The email address of a Charter Hall employee (as nominated by your Charter Hall contact).



Invoices ‘Flipped’ From A Purchase Order

We strongly recommend that a vendor who has been issued with a PO from Charter Hall, uses the ‘PO Flip’ option in Tradeshift to automatically transfer the PO details to the invoice. POs must contain:

• Charter Hall purchase order number (6 digits)
• To pass the business fire wall, all lines on a PO invoice must contain a Line ID in the format 1, 2, 3. Do not use 01, 02 or any other format. Do not use alphabetical characters or symbols.
• Please ensure the Line IDs on the PO invoice and the Line IDs on the original purchase order match. Do not change the sequence.
• If the PO has multiple lines, and you want to invoice only for items on PO Line 2, ensure that the purchase order invoice Line ID shows ‘2’.

Until January 2020, Charter Hall will allow certain pre-approved vendors to email their invoice rather than submitting via Tradeshift.

These invoices:

• Must be emailed to invoices@charterhall.com.au, not to a Charter Hall employee
• Must contain the email address of a Charter Hall employee (as nominated by your Charter Hall contact). Note – Must be an email address, not the name.
• Purchase order number (if applicable)
• Must contain line ID numbers in the format 1, 2, 3 (not 01, 001 etc) and line IDs must match the original purchase order (if applicable)
• Must be in PDF format One invoice per PDF – Only the first invoice in any PDF document will be processed
• Maximum of 10 PDFs per email.