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Created on 2016-10-14 23:21:31; Last updated on 2019-08-21 14:05:17
Uploading supported electronic document formats
For all the users that are able to export invoices in one of our supported formats, Tradeshift platform gives possibility to upload the files through the web interface using the Documents Uploader app. You can install the App from the App Store, under the “Document transfer” category. After clicking "Activate", and then "Accept", you can access it from the Apps list in the launcher to the left of the screen.
Once the application is activated, you can upload a file by clicking on "Choose file", navigating to the file on your computer, and then clicking "Import document”:
The upload process will then begin, and if there are no validation errors in your file, it is made into a draft which you can find in your documents. If the invoice didn't have a recipient defined inside it, then you have to find the recipient by using the search field provided on the invoice. Then make sure that the invoice has all the details you want it to have.
When you are ready to send it, click on the green "Send" button.
Uploading PDF documents
In case you select a PDF file for upload, the app will convert it to an electronic document and lead you through the following steps:
- Document Upload
- Document Conversion
- Document Validation
Importing a PDF file might take up to 10 minutes but once it is done you will be notified via email. When you receive the notification you shall be asked to open and validate the converted document and manually check if the system has recognized and mapped all relevant information into the corresponding fields correctly. You will see in a split view the PDF document above and the converted electronic version below it as the following image shows:
Here you have the option to make a corrections and to submit your new electronic document. You can drag and resize the split view to see all necessary details when validating your document. Once the invoice is validated you can preview your invoice or credit note by clicking the blue "Preview" button on the bottom of the page. If everything is in place you are now ready to click "Send".
Please note! PDF documents to upload can be maximum 25 MB in volume, and maximum 20 pages in length.
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