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Manage ingestion of license invoices

Learn how to upload, review, and submit license invoice data in SAM on Snow Atlas.

Upload invoices for processing​

You can upload one or multiple invoice files at the same time. Supported file formats are PDF, PDFX, and PNG.

For field descriptions, see Invoice Ingestion: Reference.

  1. On the Applications menu, select Invoice Ingestion.

  2. Select Upload invoices.

  3. In Upload invoices:

    1. Drag and drop, or browse for the file or files that you want to upload.

    2. To upload and start the processing of the file, select Upload.

      When the processing is completed, Status is changed from Processing to Ready to review. You may have to refresh the page to see the status change.

  4. To review and submit the uploaded data, see Review and submit processed invoices.

Review and submit processed invoices​

  1. On the Applications menu, select Invoice Ingestion.

  2. On the row of the invoice that you want to review, under Quick actions, select Review.
    The action is only available for files with status Ready to review.

  3. On the Invoice details tab, review the invoice information and correct any errors. Errors are highlighted in red.

  4. On the Items to review tab, review the license information and consider any errors highlighted in red. Do the following:

    1. To edit a license with errors:

      1. Use the checkbox to select the license that you want to edit.

      2. On the Actions menu, select Edit.

      3. Do any of the following:

        • To correct an Application name, select Clear input, start typing the name, and then select the correct application name in the list that appears.

        • To correct text or numbers, edit the information manually.

        • To correct a date, select Clear input, and then add a new date or select it from the calendar view.

      4. Select Save.

    2. To exclude a license with errors:

      1. Use the checkboxes to select the license or licenses that you want to exclude.

      2. On the Actions menu, select Exclude.
        The Send status is set to Excluded.

  5. To submit the uploaded data, select Submit.
    The Submit action is only available when no errors occur.