Upload General Services Invoices in Bulk

You must have the Invoice Management Servicer Invoice permission to use this feature.

Contact ICE for the invoice and line-item upload file templates.

When you add records to the template to create the upload file, save the file in .xlsx format. When the file is complete and ready for upload, save and upload the file in .csv format.

When you add images associated with line items, ensure image names match the values in the ImageName field in the line-item upload file. Acceptable image formats are .jpg, .jpeg, .tiff, .tif, .bmp, .gif, .png, .csv, .doc, .pdf, .txt, .xls, and .docx.

1. On the toolbar, point to Loan Level and select GS Bulk Upload Invoices.

   The General Services Bulk Upload page appears.

2. Do the following:
   • In the Upload Invoices section, select Browse and select the invoice file for upload.
   • In the Upload Line Items section, select Browse and select the line-item file associated with the invoice file.
   • If there are images associated with line items, in the Upload Images section, select Browse and select images associated with the line items.
3. Select Upload.
4. Select Validate.

   The system reviews the uploaded files for errors.

5. Select the Validate tab.

   The list of uploaded files appears with a validation status.

6. If the number in the Invalid Record column contains a link, select the link to view the file errors.
7. If necessary, correct the file errors.
8. Do one of the following:
   • To upload a file again after correcting errors, select Retry.
   • To continue the bulk upload process without correcting errors, select Upload with Errors.
9. Click OK.