Import invoices to QAD in seconds – 32 Soft

Industry: Cloud ERP, Discrete Manufacturing, Distribution, Process Manufacturing, Service Industries, Warehouse Managment

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Video Overview

⭐ SEO-Rich Description

This comprehensive demonstration reveals how QAD users can leverage standard QAD functionality—specifically Pending Invoice Maintenance—to efficiently process non-shipment-related invoices, create detailed debit/credit memos, generate rebate invoices, and consolidate accounts receivable across multiple entities. As companies grow and transaction volumes expand, the limitations of QAD’s traditional debit/credit memo function become more evident. This webinar shows how Pending Invoice Maintenance, combined with 32 Soft’s Customer Invoice Data Loaders, provides the automation, flexibility, and transactional detail required to manage complex financial scenarios without custom development.

The session walks through real-world use cases, including processing third-party shipment invoices, uploading external billing data, generating item-level adjustments, allocating revenue or rebates across cost centers and projects, and directly creating posted invoices in QAD. Using an Excel interface designed by 32 Soft, users can rapidly import customer invoice data, enrich missing values using QAD defaults, validate transactions, and upload them into Pending Invoice Maintenance or directly into posted invoices—dramatically reducing manual data entry.

Two versions of the Customer Invoice Data Loader are compared:
• A full-featured version that mirrors QAD Pending Invoice Maintenance and allows printing and posting steps.
• A simplified version that instantly creates posted invoices for fast A/R processing.

The presenter further demonstrates how businesses can calculate rebates from shipment history or posted invoices, generate detailed memo transactions, and allocate rebates to the correct G/L accounts and cost centers—all from within the Excel-based loader interface.

Whether your organization depends on third-party logistics partners, needs to consolidate receivables across multiple QAD domains, or requires more detailed and automated financial adjustments, this webinar shows how to streamline your workflow using tools you already have—enhanced by powerful 32 Soft automation.