Bulk Invoice Import Processing Setting

Bulk Invoice Import Processing Setting

Use this guide to enable Bulk Invoice Processing Features

1. Click on the Settings Icon next to you login name.


2. Under Plan Management, click on Bulk Invoice Processing


3. Click on Enable Bulk Invoice Processing





4. Click Update if you only want to use this feature

The “Enable Client Auto Approved Status” Setting option is now available under the existing Bulk Invoice Process setting. When you enable this new Setting, the Bulk Invoice File Import system process, will check the “All Invoices Auto Approved” flag in the Client Profile and set the Invoice Status accordingly during the Invoice Creation process. All current Bulk Invoice File Import CSV and Budget validations remain unchanged for this new Setting.

Use the following steps to enable All Invoices Auto Approved




5. Click to Enable Bulk Invoice Processing. This will activate the function in the Service Entry screen, and the menu option will be available under the Data Loader Menu.

Note: The Enable Default Creation Status toggle box will be Enabled by Default and the Default Creation Status is set to Extract Generated by default

6. Click to Enable Client Auto Approved Status


7. Click on Update

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