Bulk Import of Invoices Using the File Uploads Tab

This article describes the process of importing a file with multiple invoices using the File Uploads tab, which supports bulk uploads. The File Uploads feature lets users monitor the status of bulk uploads and track the progress of imported invoice files.

Users can select either standard file templates or customized file templates. Customized file templates must be configured by the Corpay Implementations Team for your company before they can be used in Corpay Complete.

Note: This article describes how to import bulk invoices using a standard file template, but the process is similar when using a custom template.

1. Click the Invoices module in the left-side navigation pane.

2. Click the File Uploads tab.

3. On the File Uploads page, click the Upload File button.

4. Complete the following steps on the Upload File dialog:
   1. Click the Show Default Templates checkbox if you are using a standard template.
   2. Select the File Type drop-down and click the desired template. In the following example, Standard Invoice is selected.
   3. Click the Import Template hyperlink to download the invoice template.

      Note: This option may not display depending on the selected template.

   4. Complete the information in the invoice template.

      Note: This step is not shown in the following image because it occurs outside the Upload File dialog.

   5. Click the Browse button or drag and drop the completed invoice template into the Upload File dialog.
   6. Once the invoice file is attached, click the Upload button.

5. The Saved dialog will display, and the invoice file will begin processing.
6. The invoice file will display one of the following status messages:
   • Pending Processing: The invoices are in the process of being uploaded to Corpay Complete.
   • Completed: The invoices have been successfully uploaded to Corpay Complete.
   • Completed with Errors: Some invoices were not fully uploaded to Corpay Complete because of errors in the invoice file.
7. To review the invoice file upload details, click the ellipses  icon in the Actions column, and select View.

8. On the File Uploads Details page, review invoice file details using these options:
   1. Click the Source Document ID hyperlink to download a copy of the invoice file.
   2. Select the ellipses  icon in the Actions column and click View to open the Invoice Details page.
   3. Use the filter fields to locate a specific invoice in the File Items grid.

      Note: Click the Toggle Filter  icon to show or hide the filter fields.

9. If there are errors in the uploaded invoice file, they will display at the top of the File Items grid. Users can also select the Sort drop-down and click Show records with exceptions to filter the grid by item exceptions.

10. Review the information in the Alerts column, correct the necessary details in the CSV file, and upload the invoice file.