Purpose: Importing a group of basic AP Invoices into TylerERP.
Create Spreadsheet for Import
1. Open the excel template: Basic Invoice Import-Single Line.xltx to create a new file.
2. Follow the instructions inside the spreadsheet to complete the necessary fields
3. Save your document with a unique name.
Define Import
4. In TylerERP navigate to Financials>Accounts Payable>Invoice Processing>Invoice Import
5. Click Define in the Tyler Ribbon
6. Complete the fields as follows:
7. Click Accept
Check for and Resolve Errors
8. Click Pre-Edit in the Tyler Ribbon
9. Click OK on this warning
10. Display the Error / Warning file
11. A report will display showing any errors or warning for your file.
*Note: Errors will STOP the import and must be resolved in the file
Warnings will not stop the import.
Complete Import
12. Once all your errors have been resolved, click Import in the Tyler Ribbon
When the import is successful you will receive a message telling you what batch number your new invoices are in. You can now go to the Invoice Entry program and review the invoices, upload documentation and release them into workflow for approval.
Other Importing Info:
There are two types of APInvoice Imports and they can each be customized to import the fields you need. Here are the template files to enable you to build imports to suit your needs.
Single Line Import Templates (These are basic templates that allow only a single line in the Accounts allocation section)
Multi-Line Import Templates (These are templates that allow multiple allocation lines on a single invoice)
If you wish to build a custom template for your purposes you'll need to contact IT to have the template added to the collection available in TylerERP. First build your template using the fields you want to include from the above files and instructions and then contact IT at help.munis@deschutes.org so we can create the template inside of TylerERP for you!
*Technote: More documentation stored in TylerERP General Team Files