AR Customer and Invoice Upload Process
Customer Upload:
- For new customers only (duplicate checking overridden)
- Batch process for new customers only
- Online for new customers or existing customers
- Mass edits cannot be done via batch
- .xml format only, if using batch
Customer invoices:
- For batch process, must process at least one day following batch customer upload
- If customer were entered online, can process invoices same day
- Credit memos need KFS invoice number (so usually done via screens)
- .csv or .xml format (.csv is most popular)
- Remove 1st two lines from .csv template (title line must remain)
Step-by-step guide
See attachments to this subject as they contain detailed descriptions of the upload files (Customer and Invoice), templates for layout of those files, and further processing notes.
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