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Facility to upload AP invoices

Need a facility to upload AP invoices through CSV file (as we did while migrating to Jobpac). This saves our time compared to registering invoices one by one. Hope this is a basic facility which every ERP provides in the market. 

  • Kamatchi kavi manikasundaram
  • Sep 3 2018
  • Already exists
Finance
Company TC Build Pty Ltd
Job Title / Role Finance Manager
I need it... Yesterday...Come on already
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  • Kamatchi kavi manikasundaram commented
    September 03, 2018 23:23

    HI Andrew,

    Any update on this??

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  • Kamatchi kavi manikasundaram commented
    September 03, 2018 05:58

    Hi Andrew,

    I raised a ticket and please see below the response – I am not quite getting , what are you asking me to do

    Hi Kamatchi,

    This functionality is not available in Jobpac Connect.
    You could perhaps log your requirements in the suggestion box? You can access the Suggestion Box via: https://jpc.ideas.aha.io/
    This will make it visible for other clients using Jobpac who can then vote on having this feature added to Jobpac.

    Our Product Development Team review the suggestions logged and may consider them as roadmap items for future development.

    Thank you,
    LESLEY BADELLES Viewpoint Support
    +61 2 9492 4100

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  • Admin
    Andrew Tucker commented
    September 03, 2018 05:53

    Hi Kamatchi,
    We can do this almost exactly utilizing the OCR Interface functionality. There is Zero cost for the interface, you own it already as part of our standard product, so I’m not exactly sure what you mean by expensive?
    I am 100% sure we can help you with this immediately which is great news.
    Please log a request for service in Clearview and we will assign a consultant to help you set it up.
    Thanks
    Andrew

    ANDREW TUCKER Sr. Product Manager APAC

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  • Kamatchi kavi manikasundaram commented
    September 03, 2018 05:48

    Hi Andrew, As we receive multiple invoices from the same supplier , our suppliers will forward us those invoices along with a CSV file, which can be modified according to the upload template and uploaded like 'Register invoices' - not coded or not approved. Then the approval process starts from the project side. We don't want the OCR interface facility which is very expensive compared to the market. Please feel free to call us in you need further information on this.

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  • Admin
    Andrew Tucker commented
    September 03, 2018 04:31

    Hi Kamatchi,
    Jobpac has this facility allowing excel upload and also an OCR interface facility that allows you to email scanned images and invoice metadata directly into Jobpac.
    Using this method invoices are uploaded Jobpac as Pending invoices and can then be pushed through a costing and Approval workflow in Jobpac before the invoice is posted.
    In addition if the invoice matches an approved PO within a set tolerance the Invoice can be automatically approved and posted with no human intervention.
    At the moment we don’t allow uploading of pre approved coded invoices directly to Posted status as it bypasses integrity and approval controls in Jobpac.
    What is your specific use case? Perhaps we can discuss further as there is a lot of movement in this space already and in fact in 2019 we may see a standard einvoicing format Australia wide which could change things again.
    If you are interested in any of the existing functionality mentioned above please log a request for service and a consultant can help you set it up.
    Thanks
    Andrew

    ANDREW TUCKER Sr. Product Manager APAC

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