Payable Invoices#

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After importing suppliers and setting up their supplier codes, the next step is to export invoice into the platform.

Platform offers two methods of exporting supplier invoice data, namely

  • Via a direct interface from a purchaser’s accounts payable system
  • Via a file in .csv format created from a purchaser’s accounts payable system

To export invoice data via a .csv file, you start by

Click on the invoices and click on Payables (Fig 1), then you will be navigated to Fig 2.

Import invoices

Fig 1 - Invoices

Import invoices

Fig 2 - My Invoices

Click on Import Invoices and click on File (Fig 3), then the Fig 4 will be opened.

Import invoices

Fig 3 - Import Invoices

You can use the invoice .csv template, if you want to manually create an invoice .csv as shown below.

Click here to download the CSV template to upload the invoice details

Fill in all the invoice details in the designated columns of the .csv template, then save the .csv file into a folder. Click on Browse and select your file (Fig 4), then click on Upload (Fig 5), your invoice .csv file will be imported successfully with the results of the import shown on Fig 6.

Import invoices

Fig 4 - Invoice Upload Window

Invite Suppliers

Fig 5 - Invoice Selected

Invite Suppliers

Fig 6 - Import Success

Invoice Adjustments#

Changes to uploaded invoices are enabled on the platform. To perform an adjustment, please follow the same steps that explained in the import invoice to import credit or debit adjustment.

Credit note details

  1. InvoiceTypeCode: CreditNote
  2. ControlTypeCode: Adjustment

Click here to download the CSV template to upload the credit invoice details

Debit note details

  1. InvoiceTypeCode: DebitNote
  2. ControlTypeCode: Adjustment

Click here to download the CSV template to upload the debit invoice details