Schedule Invoice Import Processing

Automate invoice import processing by scheduling the invoice import process at a frequency that supports the organization’s invoice volume and processing requirements.

Organizations typically schedule invoice imports:

• Once per day, or

• Twice per day

The appropriate schedule depends on invoice volume and processing requirements.

To schedule invoice import processing:

1. Go to Navigator > Payables > Invoices.
2. Open the Tasks panel.
3. Select Import Invoices.
4. Specify:

   Ledger

   Source = Invoice Image

5. Leave Business Unit blank.
6. Configure scheduling frequency.
7. Submit the process. Validate the schedule by confirming that the scheduled process completes successfully, invoices import automatically, and processing volumes align with expectations.

   Invoice Completion policies are applied during invoice import. The import schedule should therefore be included when validating policy action.