This process allows you to create T/R invoices automatically by importing data from a specified ".csv" file. You will need to upload the ".csv" file to the Advantos secure FTP server. In order to accomplish this you need to install a secure FTP client then configure this to access our secure FTP server.
Once this software is installed, Advantos will provide credentials to access this server and will assign a group of sub-directories for your company's use.
Steps to Take
Generally, to upload any file to Advantos you will accomplish the following steps:
A Video Example
The following is a simple example of the upload process: