Uploads
Uploads Tab
The Uploads tab allows you to quickly add direct cost documents. Accounts Payable can upload one or multiple direct cost documents at once, enter the data, and route them to the correct projects for review. This feature simplifies the initial entry of a large volume of costs before they are moved to the Direct Costs tab for approval and management.
Key features include:
Bulk Import: You can upload one or more documents, such as PDFs and JPEGs. The system does not support Excel or CSV spreadsheets.
Staging Area: Acts as a holding area for newly uploaded costs before they are formally added to the main Direct Costs table.
The Uploads table lets you view all direct cost files that have been uploaded for processing.
Element | Description |
Search | Enter keywords or phrases to search the list of uploaded files for matching items. |
Review Status | Choose an option from this list to filter the view by the review status of the uploaded files. For example, Missing Requirements or Ready. |
Received Date | Displays the date when the direct cost file was received and uploaded into the system. |
Uploaded By | Shows the name of the user who uploaded the direct cost file. |
This tab contains the following buttons:
Element | Description |
Edit | Allows a user to modify the details of a specific Direct Cost entry. |
Submit for Review | Changes the status of a Direct Cost and sends it to the next person in the approval workflow. |
Delete | Permanently removes the selected Direct Cost entry from the system. This action cannot be undone. |
This table details the default columns in Uploads tab.
Column | Description |
Ready for Review | This column indicates whether a direct cost entry is ready for review, ensuring all necessary information is complete. |
Direct Cost File | The file is associated with a direct cost entry, which may include invoices or receipts. |
Vendor Direct Cost Number | The unique identifier assigned by the vendor for this direct cost. |
Vendor | The name of the vendor associated with the direct cost. |
Project | The project to which the direct cost is assigned. |
Billed Amount | The total amount billed by the vendor. |
Line Item Total | The sum of all line items within the direct cost entry. |
Direct Cost Type | The category or type of direct cost. |
Received Date | The date when goods or services were received, verifying that billed items were delivered or completed. |
Invoice Date | This field indicates the date when an invoice is issued, helping track when a financial obligation is formally recognized. |
Accounting Date | The date when a financial transaction is recognized in the accounting system. |
Billing Period | Defines the time frame for which invoices are generated. |
Description | Provides a brief explanation or note about the direct cost. |
Date Uploaded | Indicates the date when the direct cost document was uploaded to the system. |
Uploaded By | The e-mail ID of the user who uploaded the direct cost. |
See Also
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