Upload Voucher

Use this widget to upload vouchers to the general ledger through extension files. You can configure this widget to define which FIM interfaces can be used, which fields are permitted as input, and whether the CSV file should be stored in Infor Document Management (IDM). Additionally, you can upload vouchers to multiple divisions using one CSV file.

The Upload to Voucher widget simplifies the process of uploading vouchers to the general ledger while reducing manual steps, for example, changing divisions between each upload and navigating to various programs.

Prerequisite

Configure this widget to assign interface templates to be used for the upload.

Limitations

  • We recommend uploading files that do not exceed 20,000 lines in the widget. Larger files can result in longer wait times and an increased risk of interruptions.
  • The widget displays a maximum of 100 erroneous rows. When exporting these rows, the limit is 10,000.
  • Refreshing the browser during the upload interrupts the process. This is an interactive job, and disruption leaves non-uploaded records in program (GLS840).
  • Keep your browser (Edge, Chrome, etc.) open during processing. Closing the browser window causes job interruptions. Performance may be affected by the settings for batch jobs if multiple divisions are running simultaneously.