Overview
Before importing invoice data into Luminous, users must format their file according to the required template. This ensures the system can accurately map and process invoice records.
The invoice import template is available directly from the Import Invoices screen in the app.
Step-by-Step
1. Go to the Import Invoices Tool
From the left-hand navigation menu, click Tools.
Select Imports from the submenu.
In the Costs & Financials section, click Import Invoices.
2. Download the Template
At the top-right of the Import Invoices page, click the Download Invoices Template button.
The template will download as an Excel (.xlsx) file to your device.
Tips
Do not rename or remove columns in the template. Make sure column headers stay exactly as provided.
If you're unsure what values to enter in each column, contact the support team for clarification.
A template with correct column headers are available in most imports within Luminous. This enables a more organized import process for you.