Bulk Upload - Invoices

[jmonahan]

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

[KevinD]

@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. 

[SJEMike]

Do you have a template for bulk uploads?

[acfsmiller]

Is there a template for importing bulk invoices? 

[llsecure]

I would really love this - it takes too long to do them individually when I can have a specific prompt to get an LLM to create a csv file with all of the correct data - please make this available.