Step 1 - Confirm that your document format meets the requirements

System Requirements

Scanned images cannot be accepted Must be CSV, PDF or TXT

ONLY

FIS Requirements

PO Invoices: The PO number must be at least 5 numeric digits long or in the format nnnnn:n:nnnn.

Non-PO invoices: The FIS requestors email address is required for your invoice to process.


Step 2 - Provide test document(s)

Locate an old invoice in your accounting system (include all fields that will appear in future invoices i.e line item data, freight charges, tax, etc).

If you have multiple formats or credit memos include one of each.


Here is an example of the requirements to include on your invoice:


Step 3 - Send test document(s)

Send the test format(s) to

FIS.invoices@submit.transcepta.com


Step 4 - Receipt of test document(s)

Once the test document(s) has been received, Transcepta will work to complete your connection.

During this time you will continue to submit to your customer using your current method.


Step 5 - Complete

Transcepta will notify you when your connection is complete.