The Invoice Upload Client is a Windows application you can use to send invoices saved on your computer into CINC for processing. Each time you open the Invoice Upload Client, it scans your invoice folder for new invoices. You can upload invoices in bulk, known as a batch, spanning multiple associations. Once invoices are in CINC, you can code, approve, and pay them.
Before you can upload invoices, the Invoice Upload Client must be downloaded and set up on your computer.
Note: The Invoice Upload Client only works on computers running Windows 10 or newer.
Follow these steps to upload invoices using the Invoice Upload Client:
Open the Invoice Upload Client by searching in your computer’s taskbar or clicking the desktop icon.
Enter your CINC login credentials and click Login.
The Invoice Upload Client window displays. The client automatically scans the connected folder for new files and displays them in the Invoices section.
Note: If files are missing, ensure they are located in your dedicated invoice folder, then click Load Documents to rescan the folder.
To remove invoice files, select the checkbox next to the appropriate file(s) and click Remove Selected Files.
Note: Removed files continue to display until you delete them from the scanned folder.
Confirm the selected Post Processing option:
After upload MOVE the files to “Sent” folder: This option creates a Sent folder. In that folder, an additional folder with the date of the batch is created and all invoices are moved accordingly.
After upload DELETE the files: Deletes the files from the connected folder.
Click Upload All Files.
Notes:
If a file contains multiple invoices, select the Split checkbox for that file, or select Always Split Multi-Page PDF Documents to apply it to all files. If invoices are split apart, you can group them back together during the coding process.
The maximum file size is 5 MB. If an invoice file exceeds this limit, the system skips it during upload. Reduce the file size, then click Load Documents to rescan.
A progress bar displays at the bottom of the window. Once all files are uploaded, a completion window displays, showing the Batch #. Click OK.
Based on the Post Processing option you selected, the files move to a Sent folder or are deleted and no longer display.
Best Practice: Scan invoices in batches of up to 30. Splitting invoices into smaller batches lets multiple people work on coding them at the same time, instead of one person having to handle all the invoices alone. For example, instead of assigning 90 invoices to a single person, split them into batches so three people can each code a different batch.