Click Upload Lines in the line information segment header.Open Task Details for the invoice task where the lines should be uploaded.Create or modify a spreadsheet to contain the desired invoice lines.This means they must be in same language. The spreadsheet column headers must match the column names in PROCESSIT. When you open the file, it contains all of the columns in the same order and language as in PROCESSIT.

Click Options in the line information segment table header.

Open invoice Task Details for an existing invoice task.

If you do not already have a template or a pre-existing correctly formatted spreadsheet, you can export an excel file from PROCESSIT to use as basis for the invoice line import.

A single spreadsheet row corresponds to a single invoice line.

The column headers must match those in PROCESSIT.

The column headers are used to identify line data type.

Spreadsheet ContentĬreate a spreadsheet with columns that match the line data. You can see more about Microsoft Excel file types here. xls, The Excel 97 - Excel 2003 Binary file format (BIFF8). xls file type, specifically Excel 97- Excel 2003 Workbook. Upload invoice lines via excel must be enabled for a role that you belong to. You can include any line data that is available as a column in the Task Details line information segment. For instance, you can upload 75+ lines with description, amount, account code combination and split to information already defined in the spreadsheet. When you upload a file, the lines are automatically inserted. You can import invoice lines including details and distributions to PROCESSIT by uploading an excel sheet with invoice line data.

Create invoices in excel