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jmonahan
New Member - Level 1

Bulk Upload - Invoices

Is there a way to do a bulk upload of invoices that need to be processed using a flat excel file? 

2 REPLIES 2
KevinD
Community Manager
Community Manager

@jmonahan this is possible if you are what we call Client Managed Invoice Capture. Here are the details:

By using the 'Upload Batches' function you can load many files at once. Please be aware of the file recommendations:
 Supported files: Word, Excel, JPEG, PDF, PNG, TIFF, EML, CSV, CFDI
 
Supported file size: 10MB per file maximum
 
Supported file upload number: 250 files maximum

To upload invoice just go to:
1) Invoice tab > Invoice Capture
2) Upload Batches > Browse > pick the files
3) Complete the template and upload


The Capture Verifier role is required to upload batches. 

 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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acfsmiller
Occasional Member - Level 1

Is there a template for importing bulk invoices?