bulk file upload

Using this option corporates can upload invoices in bulk for invoice creation by uploading a file. Allows corporates to raise invoices on their parties in bulk in no time.The File uploaded by the corporate needs to be in the same format and the data in the file needs to be in the same sequence.

You are here How to reach here:

Dashboard > Toggle menu >Supply Chain Finance > Invoice Management > Create Invoice > Bulk File Upload

To upload multiple invoices:

  1. The Create Invoice screen appears. Click Bulk File Upload to upload single or multiple invoices.

Field Name

Description

File Identifier

Select the unique code/ name assign for the corporate party for handling of files.

Transaction Type

Displays the transaction type associated with the file.

File Format Type

Displays the acceptable file format for the upload.

The format are .CSV,.XLS,and .XLSX

Approval Type

Displays the approver-user type to approve / reject the uploaded file.

It could be:

  • File Type
  • Record Type

In a File type Approval, the approver accepts or rejects the entire file, and all records are either processed or rejected. While in a Record type approval, the approver could approve some records, and reject others. Only the approved records are processed further.

File Name

Select the file for uploading.

Upload

Click this button to upload the multiple invoices.

The file which gets uploaded should have data in specific sequence, click to refer invoiceTemplate upload file.

  1. From the File Identifier list, select the unique code/ name assign for the corporate party for handling of files. The details for file uploading appears like Transaction Type, File Format Type, and Approval Type.
  2. The Create Invoice screen appears. Click Bulk File Upload to upload single or multiple invoices.
  3. Click Upload to upload the multiple invoices.
    OR
    Click Cancel to cancel the transaction.

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