How to bulk upload files via ApprovalMax Capture
This is how you bulk upload files and create Bills/ Sales Invoices (Xero) 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.
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