Re-browse Data in Import Template Guide

 

When analyzing an invoice, you may find that we already have a scratchpad in the system with a similar structure but errors or does not produce the expected results when uploading. This could be due to a variety of reasons such as missing fields, different date formats or hard coded values which are specific for that set of invoices/broker.

For such cases the below steps can be followed to speed up the template creation process.

Copy the template and rename it

Open Scheduler > Merit > Edit Re-browse Data in Import Template 

Update the template name and press OK

Select the activity and execute

Browse for the invoice and re-map columns.