How to bulk upload files via ApprovalMax Capture
This is how you bulk upload files and create Bills via ApprovalMax Capture:
- Click on the
button.
- Select "Bill" and click on the BULK CREATE button:
- To have the attachments recognised and Bill fields populated automatically, select the kind of file you want to upload: either one file for each document, or a single file where each page represents a document. Add the files with Drag&Drop, and click on UPLOAD:
- The recognition process takes a couple of seconds. All captured documents will be saved as Drafts, you'll find them in the Captured by Me folder:
- Edit the Bills if needed and submit them for approval.
Related Articles
How to set up submitting files to ApprovalMax Capture via email
Streamline your invoice processing by receiving files via a dedicated ApprovalMax email address and submitting them for automated data recognition (OCR). For this purpose, you can share a unique ApprovalMax email address with your Suppliers and have ...How to upload a single file via ApprovalMax Capture
This is how you upload individual files via ApprovalMax Capture to create Bills: Click on the button. Select "Bill" and click on CREATE A REQUEST: To have the data in the attachment recognised and Bill fields automatically populated, select "Upload ...How to submit files to ApprovalMax Capture via email
Provide the suppliers with your ApprovalMax email address, or, if you already receive invoices to your internal email, forward them as attachments to the dedicated email address you specified in the Bill workflow settings. ApprovalMax then ...How can I purchase ApprovalMax Capture?
ApprovalMax Capture is now available for purchase in the United Kingdom, Australia, New Zealand and the European Union (currently, only Stripe-billed subscriptions are supported). We're working on adding other billing channels and will roll them out ...How to upload a Manual Journal to ApprovalMax
Manually entering data into journals can be a tedious task, particularly when dealing with large volumes of transactions. To streamline this process and save valuable time, ApprovalMax allows to upload Manual Journals in a predefined .csv format. ...