File formats available for importing supplier invoices to In-Tray

Hello toofless 

There is the option to import with excel. You will need to follow this Help Article on using an import template. 

I am also providing a list of all the import and export fields able to be transferred.

Please let me know if this helps.

Thanks Chris, I will try that out now.  

I've spent an hour on this solution now.....getting the bottle out now.

That test company doesn't place nice like it should.

Can you please provide some more information about what you mean by it doesn't place like it should and any details on any errors when importing. If you can, please also provide screenshots to assist in troubleshooting. 

I meant "didn't play nice" .....spell check or predictive is fighting me here.  :smileymad:

I will try again tomorrow, but the upshot is that the spreadsheet is either not recognised by the company file, or for some reason I cannot get the fields to upload for importation as it showed in the video tutorial.  

I’m sorry I think I think there is some confusion about the response.
You are unable to import/email Excel documents into the Intray, which is why you would have got that email with the specifications of what can be.

The way I had provided is done through the import wizard by going into the file menu and choosing Import/Export Assistant.

If wanting to just use the In-tray you are unable to email excel sheets to the in-tray.

I hope that clears things up a bit.