Import Dialog Box

Use the Import dialog box to import transaction details from the vendor's invoice to the AP invoice when you create or modify it.

You can access this dialog box while you are modifying an AP invoice with a workflow state set to start, in review, or in progress. You also need appropriate access rights to the AP invoice in order to modify the record. If the Purchase Order field is used to associate purchase orders with an AP Invoice, this dialog box is not accessible because the Project grid is disabled.

You can import files with the .txt or .csv format. Other file formats are not supported.