Activities >  Manage Batch Invoices


Use this page to upload and add Batch Invoices.


This page allows scanned invoices to be uploaded either singly or in multiples to later have details entered into the system from the images. 


Add Batch Invoices


Step 1. Navigate to Activities > Manage Batch Invoices.


Step 2. Select Upload Invoice from the Page Actions menu.



Step 3. Complete the fields in the Upload File window. 


  • Title- Enter a Title for the Invoice batch. 

  • Select- Use this button to upload a file from your computer. 

  • Files- Drag the file from your computer into this window. 

NOTE- Uploaded files must be in PDF format. 



Step 4. Click the Save button to finalize, or the Save Add button to finalize and add more batches.

 


Enter Invoices from Batches


Step 1. Return to the Batch Invoice page by navigating to Activities >  Manage Batch Invoices.


Step 2. Use the Search filters to locate the batch you need to work with.

 

Step 3. Click the Pencil and Paper icon to open the record. 



The batch will open in the following window. On the left is the Batch Title and other information. To the right is a view pane in which you can view all invoices in the Batch. Use the scroll bar on the right to scroll up and down. Below is where you will enter Invoice details. 



Step 4. Enter the Invoice data into the fields below. 


  • Association- Select the correct Association from the drop down menu.

  • Vendor- Select the correct Vendor from the drop down menu.

  • Date- Enter the date of the Invoice or select from the drop down calendar. 

  • Due Date- Enter the due date of the Invoice or select from the drop down calendar

  • Number- Enter the invoice Number.

  • Amount- Enter the Amount of the invoice. 

  • GL Account- Select the correct General Ledger number from the drop down menu.

  • Memo- Enter a Memo for the Invoice. 


Step 5. Click the Add Invoice hyperlink to add a new line to enter multiple invoices. 


Step 6. Click the Save button to finalize the batch.