CIPERB Mass Invoicing in Receivables


Overview

This guide offers a step-by-step walkthrough for navigating the CIPERB application, making it easier for anyone involved in financial operations.

By following these detailed instructions, users can efficiently manage and upload multiple receivables invoices, and post transactions. It streamlines processes, reducing the likelihood of errors and enhancing productivity. Overall, this guide serves as a valuable resource for ensuring a smooth experience with the CIPERB platform.


 

Critical Concepts

To first determine whether to invoice via CIPERB or Oracle, please reference the Billing Process flowchart for assistance with the invoicing process:



Steps to Take

Procedure A

  1. Open the CIPERB application and select SIGN IN

  1. Select Invoice Upload

  1. Close the error message: Please select a financial unit

  1. Click "Select Financial Unit"

  1. Enter your Financial Unit or search using the dropdown menu

  1. Click "SELECT"

  1. Click "File"

  1. Click "Download Template"

  1. Open Invoice Template Excel File

  1. Click "Enable Editing"

  1. Invoice Transaction Source:
    Enter "Manual" for departments that do not have their own source.
    Departments that do have their own source, can use one of the following:

  1. Enter & save all relevant data

  1. Return to CIPERB
    Click "File"
    Then "Load Excel File"

  1. Click "Select file" to upload invoice template

  1. Click "LOAD FILE"

  1. To update Payment Terms, click "Edit", then "Update all Payment Terms", and select desired term

  1. To edit single rows, click "Edit", then "Toggle Edit"

  1. Select desired row to edit as necessary

  1. Then click the "check mark" to approve the changes

  1. When file is ready to upload, click "Post", then "Post Invoices"

  1. CIPERB will reflect the progression of its upload to Oracle

  1. To download the results of the posting, click "File", then "Download Excel File"
    A successful posting provides the Invoice number(s) in CIPERB

  1. Open the file to review the successfully posted data

  1. To review the history of uploaded files, click "File", then "Batch File List"

  1. Click "Uploaded By" and enter your name

  1. Click "SEARCH JOB"

  1. Results will populate

  1. The option to download previous batch files is available

  1. "Clear Table" to begin a new process

 

If you still have questions or need additional assistance, please submit a ticket.