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How can I upload scanned invoices in bulk?


Instruction

Bulk Document upload option for faster invoice processing

  1. Navigate to the Accounting tab> Invoices
  2. Select the check-boxes next to the invoices you want to upload documents for
  3. Select Upload Documents from the tabs at the bottom of the invoices
  4. Select Upload file on the next screen and choose the PDF file with all your scanned invoices
  5. You can then drag and drop each invoice document onto the corresponding invoice
  6. Use the Zoom In and Zoom Out tool at the top to see your documents larger or smaller.
  7. You can also drag and drop from one invoice to another
  8. Click Save

 

 


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To [action] you need permission to [name of permission]. To do this go to Admin > User >  (Select User) > Change Permissions > [Settings Category] > [Name of Setting]

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