Uploading Invoices/Credit Memos through Batch Self-Service Upload

A Disburser user or Disburser Administrator can upload invoices through Batch Self-Service Upload. Use this for PO and Non PO-Based invoices and associated attachments when the invoices and attachments are within a system external to IPP.

The Disburser user loads the invoices using a file exchange process, such as Connect:Direct or Secure Transport. Your Disburser Administrator must configure the Invoice Batch Upload task and Agent in the Disburser Administration module in order to upload invoices.

Upload XML invoice files and attachments must be less than or equal to approximately 10 MBs each.

The Disburser user views the invoices and associated attachments on the Invoices summary page. On the Invoices Attachment page, the Uploaded By field displays “Invoice Batch. If your agency does not use Workflow, you cannot add more attachments or delete the attachments on the invoice after submission. If your agency uses Workflow, you can add additional attachments or delete Disburser user added attachments, if the invoice has not had any action performed at the current task level. You cannot delete attachments if an action has been performed on the invoice in Task Level 2 or higher.

To upload invoices with attachments:

Log into ConnectDirect or Secure Transport.
Upload XML files with attachments less than or equal to 10 MBs.
Start the task (Disburser Administrator).

You can also wait for the regular schedule for the task to upload.

Monitor the task for completion (Disburser Administrator).
After completion, the Disburser Administrator checks the log to confirm that the upload was successful.