Document Upload Add-On
Simplify the bulk creation of SAP Business One transactions using structured Excel files
Purpose of Document Upload Add-On
Clockwork’s Document Upload Add-On is a powerful tool designed to simplify the bulk creation of SAP Business One transactions using structured Excel files. Users can select from various transaction types—such as Purchase Order (PO), Goods Receipt PO (GRPO), A/P Invoice, Incoming Payments, and more—directly through the interface. By importing data from a predefined Excel template, users can efficiently post transactions into SAP, saving time and reducing manual entry errors.
Business Challenges the Document Upload Add-On Addresses
Organizations dealing with high volumes of transactions often face inefficiencies when relying on manual data entry. This can lead to time delays, input errors, and inconsistencies across business processes. Besides, here are the other challenges:
- Errors from repetitive data entry
- Lack of standardized input formats
- Resource-intensive posting during peak periods
- Difficulty in handling backdated or legacy entries
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The solution is that the Document Upload Add-On Offers
Clockwork’s Document Upload Add-On enables bulk transaction processing with accuracy and speed. The tool validates data from Excel files, ensures all required fields are present, and then posts the transaction directly into SAP B1—reducing manual workload significantly.
- Upload data from Excel templates for multiple transaction types
- Select from predefined transaction types (PO, GRPO, Invoice, Payments, etc.)
- In-app validations to prevent posting errors
- Auto creation of transactions in SAP B1 with standard audit trails
- Ideal for migration, backdated entries, or mass transaction updates.
Outcome / Business Benefits of Document Upload Add-On
- Bulk upload and posting for higher efficiency
- Drastically reduced manual workload and human errors
- Timesaving during month-end or large-volume entry periods
- Standardized format for consistent data entry
- Seamless SAP integration with proper system validation
- Easy adoption for finance, purchase, and operations teams