How to - Loading Spend
To reach the Spend Upload Console, visit your Tier-1 dashboard, select Tier-1 Tools > Upload Spend.
The Spend Upload Process consists of 3 main steps:
Step 1 - Downloading
This is typically done by downloading and populating the built in Excel template from the Spend Upload Console.
Click on the Template Download icon.
Step 2 - Fill out the template
Open the template and complete all of the required fields, recommended fields, and optional fields for which you have data.
1. Required Fields are:
- Spend Amount*
- Spend Date*
- Supplier/Vendor Internal Number*
2. Recommended Fields are:
- Company Name
- State (when applicable)
- Zip (when applicable)
- Spend Classification (Account, G/L Unit etc..)
3. Optional Fields (if applicable) are in black
Step 3 - Upload spend data
To complete the upload, click on the New Upload link.
Find the file on your desktop by clicking the Browse button; then,
Click on the Load File button.
Next, the system will check the template and make sure you have all the data in the right place. If you are using the system template, this process will be done automatically for you.
If you are using your own template, the tool may ask you to map the fields in your Excel document to the upload fields the system recognizes. Your dashboard will show an orange notification stating Ready for Column Mapping. Click the icon to the right to be taken to a page to properly field map your uploaded data.
Now you are ready to complete the upload.
Click on the Process File button to get things started.
How long will my upload take?
The time to process your upload depends on the number of records in your file and the number of requests in the queue. Typically uploads complete within about 1 to 3 hours. You may experience a longer wait time if things are busy.
In any case, we will send you an email when your upload file has been processed and you will see an alert in the system as soon as the processing is completed.
What if there were issues with my data?
After you have received notification that your upload processing is complete, log in to the Spend Upload Console to review records. You will be notified of any unsuccessful uploads at this portal. Processing metrics will be provided for all uploads. Some common reasons for unsuccessful processing include missing data fields and incorrect data field mapping when using your own Excel template. To learn more, please review the spend upload walkthrough.
Please sign in to leave a comment.