Import Invoices

This article is designed to guide you through the process of using the Invoice Import functionality in Re-Leased. The feature enables you to upload multiple invoices at once, saving you time and streamlining your accounting tasks. Our step-by-step instructions will help you efficiently navigate through the importing process using a simple spreadsheet template.

Beginning the Invoice Import Process

Step 1: Initiating the Import

1. Click on the dropdown arrow next to New Income Invoice from the Income & Expenses tab.
2. Select Import Invoices from the dropdown menu.
3. Choose the company for which you are importing invoices.
4. Click Next to proceed

Step 2: Preparing the Invoice Data

Before uploading your invoices, review the following:

1. Download the Excel template provided below the file uploader section; this will serve as a guide for invoice importation. This template can also be used for rent invoices.
2. Notice the example of how data should be formatted below the file uploader.
3. Fill in the template. Ensure:
   1. • Cells with a green highlight are required fields.
      • Cells with an orange highlight are optional.
      • Cells with a blue highlight indicate at least one line item is needed.
4. For the To contact field, input only existing contacts from Re-Leased.
5. Click Select file to import, navigate to your completed template in the saved documents folder, then click Upload invoices.

Note: Some uploads may take several minutes. You are free to navigate away and return to this page once the process is complete.

Step 3: Verifying Invoice Uploads

After your file has been uploaded:

• A green bar next to the invoices means there are no errors detected.
• If errors are present, a red bar with an error count will be displayed.

Note: If there are errors, you will need to address these before finalizing the import.

Step 4: Finalizing the Import

1. An Invoice number will be generated under Invoice Details to correspond with records in Re-Leased.
2. Use the filter options to navigate through a large number of imports, if necessary.
3. You also have the option to Download all records for auditing purposes.
4. Your invoice import process is now complete.