Importing Invoices

How can invoices be imported to Dooap?

 

Invoices can be imported into Dooap in two different ways: automatically or manually. Automatic import is an automated process that does not require any manual work. Manual import on the other hand, can be done in Dooap using a PDF file or an XML+PDF file.

 

 

Automatic Import of Invoices

Invoices can be imported automatically when sending them as eInvoices or via Dooap Capture.

 The system runs the imports automatically as scheduled, so it doesn’t require any action from the users to get the invoices into Dooap.

Find more information about Dooap Capture here: Dooap Capture.

To implement eInvoices, please contact Dooap support via email support@dooap.com.

 

 

Manual Import

You can also manually import invoices to Dooap. It is however recommended to send/forward all invoices received via email to Capture or scan paper invoices and then send them to Capture. Adding invoices manually to Dooap should only be done in rare cases.

For this, you either need the invoice as a PDF file or a combination of XML and PDF files. Please note that you cannot import only an XML file, as it always needs to be paired with a PDF. However, importing only a PDF is possible.

Invoices can be imported into Dooap through the Add invoices header button.

 

If the button is missing, additional user rights are required or the function has been blocked company-wide.

 

Importing an invoice

 


1. Click Add invoices.


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2. Click the dialog to select files from your computer or drag and drop the files to the dialog.


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3. Click Import.


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Imported invoices will appear in Next invoices section after refreshing the page. Please note, that it may take a couple of minutes before the procedure is completed.

If the imported invoices will not appear in Dooap after a while, please check this article: Manually Added Invoice Not Appearing in Dooap.

Since Dooap has no validation capabilities, the AP team will need to check the header data and add all the necessary data.

The number of files you can upload is not limited, but it is recommended to keep the number of simultaneous transfers under 50. The upload is automatically performed in the background after clicking Import once more.

💡Tip: To find new invoices faster, sort Next invoices section according to the Created column, by clicking the column header.