Upload Financial Document
In addition to using the front-end screens to create Finance Documents, the users can choose to do the creation using a Spreadsheet upload. This allows them to do multiple creations at the same time, in a single step.
To upload a financial document:
- From the side menu, choose Upload and Download.
- Select the Download Blank tab.
- Choose Template Source > Procure to Pay and Template Type > SPPP Documents.
- Click Download.
- Create the documents using a spreadsheet.
- Upload the documents using the Procure to Pay screen or in the Upload and Download screen:
- Select the Upload tab.
- Choose Template Source > Procure to Pay and Template Type > SPPP Documents.
- Choose file.
- Click Upload.