Import a Line Item Distribution

If you need more information about this screen, please see Invoices Screen.

To import a line item distribution:

1.      Search for an Invoice.

Or

Add an Invoice.

2.      Scroll down to the Line Item Distribution pane.

3.      Select Import Line Item Distributions from the action menu.

The File Upload window is displayed.

4.      Navigate to the file you want to upload.

5.      Click Open.

The Import Invoice Line Item Distributions window is displayed.

6.      Click Import.

The data from the Excel spreadsheet is displayed in the Line Item Distribution pane.

7.      Complete any or all of the optional tasks, if needed:

-         Add a Note

8.      When complete, click one of the following buttons:

-         Save Invoice to save the invoice.

-         Save and Add New to save the invoice and start a new one.

-         Submit Invoice to submit the invoice for approval.

-         Copy Invoice to copy the invoice.

-         Print Invoice to print a copy of the invoice.

-         Close Invoice to close the invoice and display the Invoices screen.