Managing Invoices
Upload invoices allow a portal user to upload a CSV file containing a batch of invoices and a ZIP file containing the corresponding PDFs.
Invoice upload is only available to Portal users with an Email Address linked to their Contact / User in K2. This is to enable an email to be sent to confirm the state of the invoice files uploaded via the portal. Any issues with the imported files will be reported in the email.
Log into the portal.
From the home screen select Upload Invoice Files
The Upload Invoice Files pop-up is displayed.
Click on Choose Files.
Select a file to be uploaded.
Click on Upload
Upload will only become active with a valid CSV file and a valid ZIP file.
The following message is displayed after a successful upload.
The following message is displayed when an invalid file has been used.
The following message is displayed when the format of the file is not as expected. Any issue with the data will be reported in the email received after the files have been uploaded.
Add an email address into the OptionValue field for InvoiceUploadNotficationEmail.
This feature is only applicable if the user has access to the back-end system.s.