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  • For Invoices to be imported, Upload Financials must be enabled for a customer.
  • This can be configured for all Customers in Setup – Customer Settings, individually in View / Edit or for groups of customers via Apply Data
  • The date at which invoices will be imported from can be configured from Setup - Invoice Settings (i.e. selecting a date of 1 July 2017 will import invoices from that date onwards)
  • Click Import and select Invoice Information.
  • When this process has completed you will see a listing of what CatalogueLINK Upload has imported.