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Accounts Payable

Import Accounts Payable Invoices

Vendors sometimes provide export files containing invoice information that can be imported into ACS.

Typically, these imports are CSV (comma separated value) files: simple text files with field values separated by commas.

  1. Under Manage Records, select the Transactions tab.
  2. In the drop-down list, select Accounts Payable Invoices and click Go .
  3. Click Add/Edit Invoices, then Import.
  4. Click Browse.
  5. Locate and select the CSV file you want to import, and click Next.
  6. If you have saved mappings previously and want to re-use one, use Select a mapping. You can also edit or delete the mapping. If you are not using a previous mapping, click Create a new mapping from your import file. Click Next.
  7. On the Configure tab, specify what information ACS should check for in the import file. For more information, see the tabs below.
  8. On the Mapping tab, select the Import Field that you want to correspond with each ACS Field.
  9. On the View Import Data tab, preview a sample of the values that will be imported. For more information, see the tabs below. Click Next.
  10. A data preview page displays. Only error-free data will be imported. When ready, click Import.
You can review open invoices and post them in the Add/Edit Invoices window. If you imported without resolving all errors, you must enter the problem invoices manually using Add/Edit Invoices.
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Last updated: March 27, 2025