You have the option within Voly to save your invoices in a bulk upload if you have a large number of invoices or historical data to upload.
1. Go to Invoices and click on ‘Invoice Upload’ in the top right-hand corner.
2. Click on ‘Download Template File’. The template will be downloaded as a CVS file on your device.
3. Open the file and enter the invoice details following the instructions on the screen. Please make sure your expenditure categories spelling is the same as on the platform. The system won’t allow the upload if there are any differences!
4. Once ready, save the file on your device, then upload it onto the platform by clicking ‘Choose File’. Select the date format and click ‘Check File’.
The system will let you know of any formatting issues to correct before allowing you to upload the file:
Once the data is all correct, click ‘Upload File’.
5. Your invoices have now been added to your invoices list as drafts.
To save them as invoices, click on them, then click Edit and Save.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.