How to Replace Invoice Items with an Excel File in DigitAI

Step by step

1. 1

   Access the Invoice

   Navigate to the invoices section in DigitAI and select the specific invoice that needs to be updated with items from an Excel file.

2. 2

   Use the 'FROM EXCEL' Function

   Within the invoice view, go to the items tab. There you will find and should click the 'FROM EXCEL' button.

3. 3

   Upload the Excel File

   You will be prompted to select the Excel file containing the items you wish to upload or replace. Ensure the file is in the correct format. Once selected, proceed with the upload.

4. 4

   Review Automatic Reconciliation

   Once uploaded, DigitAI will process the file. The system will replace existing invoice items with those from Excel and automatically attempt to reconcile them with products registered in DEBO. Observe the results of this initial reconciliation.

5. 5

   Perform Manual Reconciliation

   For items that DigitAI could not automatically reconcile, you will need to perform manual reconciliation. Select each unreconciled item and associate it with the corresponding product in DEBO using the available interface options.

6. 6

   Finalize Invoice Upload

   Once all invoice items have been correctly reconciled (either automatically or manually), review the final information. If everything is correct, save the changes or confirm the upload to finalize the process.