How to upload a single file via ApprovalMax Capture
This is how you upload individual files via ApprovalMax Capture to create Bills/ Sales Invoices (Xero):
- 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 via ApprovalMax Capture" and click on the
button:
- If you want to just upload files without recognition, select "Upload as files" and click on the
button. In this case you'll need to fill in the Bill fields manually, and the uploaded files will become attachments.
- When uploading via ApprovalMax Capture, confirm the file upload to start the recognition:
- The recognition process takes a couple of seconds. Manually fill in mandatory fields in the Bill that are still empty and submit the Bill for approval:
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