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:

  1. From the side menu, choose Upload and Download.
  2. Select the Download Blank tab.
  3. Choose Template Source > Procure to Pay and Template Type > SPPP Documents.
  4. Click Download.This image shows the Upload and Download screen.
  5. Create the documents using a spreadsheet.
  6. Upload the documents using the Procure to Pay screen or in the Upload and Download screen:
    1. Select the Upload tab.
    2. Choose Template Source > Procure to Pay and Template Type > SPPP Documents.
    3. Choose file.
    4. Click Upload.