Importing bills from a CSV means loading many supplier bills into your accounting system from one spreadsheet instead of typing each one.
The Sage 300 CRE way
Where to find it: Accounts Payable > Tools > Import Invoices
- Build a comma-delimited text file in the Variable or Fixed layout. Print the layout from the Import Invoices window.
- Enter the import file and a rejected records file name, then click Start.
- Fix rejected rows in the rejected file and import that file.
- Post the imported invoices. Importing does not post them.
Limits in Sage 300 CRE
- Text file only, one row type for the invoice and one for each distribution.
- The file is not deleted after import and the task does not warn if you import it twice (duplicates are rejected).
Good to know in Sage 300 CRE
- Version 25.2 added Default Payment Type to the import layout.
Common mistakes
- Forgetting to post after the import, because importing does not post.
- Fixing rejected rows in the original file instead of the rejected records file.
More help
- How to enter a vendor invoice with line items in Sage 300 CRE
- How to get invoice records in by email to Sage 300 CRE
- How to stop paying a vendor invoice twice in Sage 300 CRE
- All Sage 300 CRE how-to guides
- Pulsify setup guides
Sources
Last checked 2026-10-19. Confidence: confirmed.
- help-sage300cre.na.sage.com/
- docs.sage.com/docs/en/customer/300cre/22/open/ReleaseNotesAcctMgmt_22.pdf
- docs.sage.com/docs/en/customer/300cre/24/open/ReleaseNotesAcctMgmt_24.pdf
- docs.sage.com/docs/en/customer/300cre/25/open/ReleaseNotesAcctMgmt_25.pdf
- cdn.ymaws.com/www.tugweb.com/resource/resmgr/2017_Regional_Workshop/Session_PowerPoints/1-3_and_1-4_Advanced_Account.pdf
- cdn.ymaws.com/www.tugweb.com/resource/resmgr/2017_Regional_Workshop/2017_Regional_Session_Materials/1-2_Importing_to_AP__JC__GL_.pdf
Common questions
What file does Import Invoices need?
A comma-delimited text file in the Variable or Fixed layout. Print the layout from the Import Invoices window. Each file has one row type for the invoice and one for each distribution.
Does importing post the invoices?
No. Post the imported invoices afterwards. Rejected rows go to the rejected records file, which you fix and import again.
What if I import the same file twice?
The file is not deleted after import and the task does not warn you. Duplicates are rejected, but rename or move the file anyway.
Can Pulsify import a CSV of bills?
No. Pulsify reads invoice documents. Forward each invoice to your Pulsify address and approve it.
Pulsify setup guides
Want this done for you?
Book a call to see how Pulsify handles supplier bills in Sage 300 CRE.