When importing invoices, you will need to select the files you will push into techAUDIT. To select them, you will need to download them from UPS first. This process will detail how to obtain the invoices from the UPS Billing portal.
NOTE: As UPS may update its invoice download procedure, be aware that slight differences might exist between this article and the current UPS procedure. For UPS Mail Innovations (UPS MI), be sure to select that service. The rest of the procedure remains unchanged.To download the invoices you will have to:
1. Access https://billing.ups.com/ and log in with your UPS credentials
2. Select Invoices from the menu
3. Select the invoice(s) you wish to download
4. Click Download selected invoices
5. Select CSV: Full, which is the supported format by techAUDIT
6. Press Download to complete the process
Once ready, UPS will download either:
- A CSV file (if you selected a single invoice)
- A ZIP file (if you selected more than one invoice); in this case, unzip the file to get the usable importable files