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New
March 21, 2022

Payments | Self-Service Bulk Import Capability

You can now bulk import payments/invoices! See some tips & tricks below:

  • Payments will be created in New status by default but can be uploaded as Approved using the Status column.
  • If including the Task in the upload, the payment must be assigned to the partner's email that is registered in Worksuite.
  • The Task must be in Accepted or Completed status.
  • Bulk import of payments does not work for Tasks in Draft, Pending, or Under Review status.
  • Payment due date format is YYYY-MM-DD.
  • Payment custom fields are included when performing the import.

Reach out to our support team to activate in your environment.

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