Importing Incoming E-Invoice

JustOn Billing & Invoice Management can create expenses from inbound electronic invoices. It automatically processes incoming e-invoice files uploaded to the system.

E-invoice import concepts and limitations

JustOn Billing & Invoice Management evaluates the uploaded XML file and imports the e-invoice data. On successful validation, the software creates the according expense in the status Accrued and the related expense items.

The following limitations apply:

• You can only upload a single e-invoice file in one go.
• The XML files must have the file extension .xml.

To upload and import an e-invoice:

1. Open the Expenses list view.

2. Click Import E-Invoice.

   Alternatively, click to access the App Launcher, and enter and select E-Invoice Import.

   This opens the Import E-Invoices dialog in a new tab.

3. Select the relevant e-invoice XML file.

   There are two options to do so:

   

   • Clicking Upload Files opens your browser's file selection dialog. Use it to select the file you want to upload.

     The dialog lets you select XML files only.

   • The Drop files area allows you to drag and drop the file you want to upload.

     The Drop files area allows you to select any file type, not just XML files.

   This uploads the selected file to Salesforce.

4. Start the data import.

   • Clicking Import starts the import process, creating the expense and expense items.
   • Clicking Import & Open Expense starts the import process, creating the expense and expense items, and immediately redirects you to the created expense record.