AR Customer and Invoice Upload Process

Owned by Kathleen Avery (Deactivated)
Last updated: Jan 18, 2022 by Bruce Lindemann (Deactivated)

Customer Upload:

  1. For new customers only (duplicate checking overridden)
  2. Batch process for new customers only
  3. Online for new customers or existing customers
  4. Mass edits cannot be done via batch
  5. .xml format only, if using batch


Customer invoices:

  1. For batch process, must process at least one day following batch customer upload
  2. If customer were entered online, can process invoices same day
  3. Credit memos need KFS invoice number (so usually done via screens)
  4. .csv or .xml format (.csv is most popular)
  5. 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.