Creating Multiple Payable Invoices and Credit Notes from Expense Reports

To create payable invoices and credit notes from multiple eligible expense reports at the same time:

1. Click the Expense Reports tab.
2. Select the expense reports that you want to create payable invoices and credit notes from. If you are not running the integration in enhanced mode, you must either select expense reports with a positive total reimbursement amount or a negative total reimbursement amount. You cannot select a combination of the two.
3. Click Create Payable Invoices/Credit Notes. If you are running the integration in enhanced mode, eligible expense reports display as ready for processing. Expense reports that are not eligible contain the description of the error and are not processed.
4. Click Create or Continue. The process starts in the background.
5. [Optional] If you are running SRP in enhanced mode When SRP runs in enhanced mode, it uses the improved mechanism introduced starting with Spring 2021. This includes better flow execution performance and a modern user experience. Enhanced mode is enabled when the Run Integration in Enhanced Mode field in the SRP Integration Settings custom setting is selected., click View process run to open the related process run record. The process run contains the number of successfully processed records, the number of errors, and log entries for each record that was processed.

You are notified by email once the process finishes. The email contains a summary of the process run and a direct link to the process run record. The email is also sent to any additional email addresses defined by your administrator. For more information, see Additional Notification Recipients.