Invoicing Vendor Import

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Open Invoice Image Files

4786_note The tool does not automatically remove old records when you open a new file. If the tab still contains data from a previous import, you need to clear or delete those records before opening a new file. If you open a new file before removing previous data, the system adds the new file's records to the previous data.

The import tool supports the following image formats: BMP, CSV, DOC, GIF, JPG, PDF, TXT, TIF, XLS.

  1. From the toolbar, click Open and select Open Images File.

    The Open Images File window appears.

  2. Locate and select the file.
  3. Click Open.

    4786_note An error message might appear if there is a formatting issue.

  4. Click the Images tab.

    The number of opened images appears in parentheses on the tab, and each row represents one image.

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