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How To Upload Payment Remittance

This guide provides a step-by-step approach to efficiently upload payment remittances, ensuring accuracy and minimizing errors. It highlights important tips for selecting date ranges and mapping spreadsheet columns, which are crucial for a successful upload. Additionally, it addresses common pitfalls, like handling errors and processing supplemental invoices separately. By following this guide, users can streamline their payment processes and maintain accurate financial records.


  1. From the dashboard, select "Batch Management"

  2. Select "Upload Payment Remittance"

  3. Enter the date range of the invoices you are paying.

    1. Tip! The system will only search for invoices created within the date range you enter. Extend your date range for better results and fewer errors.

  4. Any spreadsheet can be used for the upload but it must have columns labeled to reflect:

    1. Invoice Number
    2. Claim Number
    3. Vendor Name
    4. Check Date
    5. Check Number
    6. Check Amount - Alert! The system will not except dollar signs or commas in the check amount column.

      (Tip! Columns do not have to be labeled exactly as listed on the screen. You will have a chance to map the columns on your spreadsheet to the required columns.)
  5. Select "Choose File", select the file you want to upload. Click "Upload File" to begin the upload.

  6. If needed, Map the column titles of your spreadsheet to the required fields.

  7. Click "Save"

  8. If there are any errors, they will be listed in the red message. Errors can be handled by removing the invoice or editing it.

  9. Hover over the error warning next to the invoice to see details about the error.

  10. To correct errors, click on the field and change the information or change the information on the spreadsheet and reupload.

  11. After corrections are made, click "Validate" to check if any errors remain. When you are ready to submit the batch, click "Validate and Submit".

  12. Supplemental invoices included in the batch. Will need to be run separately. Process the batch again by choosing the same file and clicking the Supplemental Invoice check box. Click "Upload File". Tip! To make it easier, you can separate supplement and normal invoices into two spreadsheets to run as two different uploads. Click "Validate and Submit" to process the upload.