[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-242214-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-242214-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","upload-transaction-spreadsheet-updocs-quick-reference-guide-bulk-upload-transactions-into-vantage-financial","Upload Transaction Spreadsheet (UPDOCS) - Quick Reference Guide - Bulk upload transactions into Vantage Financial","","Bulk upload transactions into Vantage Financial using the Upload Transaction Spreadsheet (UPDOCS) page. The guide explains how to use pre-configured spreadsheet templates for different transaction types, download an existing template, and populate required fields with accurate data. It details how to assign a sequential transaction number per unique transaction, upload the completed spreadsheet, submit or keep drafts, apply overrides, and then review processing status in spreadsheet upload logs. It also covers correcting rejected transactions by opening them via Transaction ID and resubmitting when needed.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/upload-transaction-spreadsheet-updocs-quick-reference-guide-bulk-upload-transactions-into-vantage-financial/242214/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/upload-transaction-spreadsheet-updocs-quick-reference-guide-bulk-upload-transactions-into-vantage-financial/242214.png","ImageObject",442,249,{"name":42,"@type":43},"Eden","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-14","2026-09-12",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",12,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What is UPDOCS used for in Vantage Financial?","Question",{"text":63,"@type":64},"UPDOCS is used to bulk upload transactions from a spreadsheet into Vantage Financial. Populated fields in the template create one or more transactions in Vantage.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How do I find and download a transaction upload template?",{"text":68,"@type":64},"Go to the UPDOCS page, click the 3-dot menu at the top right, and select Transaction Upload Template. Then click the Template File Name link to download an existing template.",{"name":70,"@type":61,"acceptedAnswer":71},"What steps are required to upload the completed spreadsheet and submit transactions?",{"text":72,"@type":64},"Search for UPDOCS, select Upload Transaction Spreadsheet (Financial), choose Upload Spreadsheet from the 3-dot menu, enter the Transaction Code, and use the Submit Transaction checkbox to submit after creation. Click Apply Overrides if needed, then click Upload to queue processing and review status in the upload logs.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},242214,1791351619,{"code":4,"msg":82,"data":83},"success",[84,88,92,97,102,107,112,117,122],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":86,"slug":87},11,90,"presentations",{"id":55,"doc_module":22,"doc_module_name":25,"category_name":89,"show_sort_weight":90,"slug":91},"Resumes",80,"resumes",{"id":93,"doc_module":22,"doc_module_name":25,"category_name":94,"show_sort_weight":95,"slug":96},14,"Invoices",70,"invoices",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":99,"show_sort_weight":100,"slug":101},15,"Posters",60,"posters",{"id":103,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},16,"Social Media",50,"social-media",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},17,"Forms",40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":85,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":30,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":22},1374391974468,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Upload transaction spreadsheet (UPDOCS)  \nquick reference guide  \n\n|  |\n| --- |\n| Similar to the current process of using Spreadsheet Upload (SSLD) to upload documents from a spreadsheet into Vantage Financial, users with appropriate security will use the Upload Transaction Spreadsheet (UPDOCS) page to bulk upload transactions via spreadsheets into Vantage Financial. These uploads create one or more transactions in Vantage using the populated fields within the spreadsheet template. |\n\n| |\n| --- |\n| Pre-configured templates\u003Cbr>Spreadsheet templates exist for several transactions. These templates are streamlined to include required and commonly entered data for the transaction. To view the available\u003Cbr>templates, navigate to the UPDOCS page, click the 3-dot menu on the top right, and click Transaction Upload Template. |\n| \u003Cbr>|\n| It brings up all the templates that are available to use for different transaction types |\n| \u003Cbr>. |\n\nfi [nancesupport@utah.gov](nancesupport@utah.gov)  \n\n| On the Transaction Upload Template page, click the Template File Name link to download an existing template. |  |  |\n| --- | --- | --- |\n| \u003Cbr>|  |  |\n| How to prepare the spreadsheet template for upload\u003Cbr>• Populate the template with the transaction information. Review the spreadsheet to confirm all required fields are populated and the data is accurate.\u003Cbr>• For each unique transaction, specify a sequential number starting at one and copy that number for all lines (rows) for that transaction. For subsequent transactions, increment this number by one.\u003Cbr>Tips for populating the spreadsheet template\u003Cbr>• FINET templates use a hierarchy of vendor and accounting lines allowing for multiple vendor lines or multiple accounting lines on the transactions.\u003Cbr>• The first column, Spreadsheet Transaction ID is used to associate each row to a single transaction.\u003Cbr>• Auto Numbering and Prefixes can also be used with templates. The field is included in the templates but is not required. |  |  |\n| Upload the populated spreadsheet 1. In the Search field, enter UPDOCS.\u003Cbr>2. From the results list, click Upload Transaction Spreadsheet (Financial) . | |  |\n| 3. Click the 3-dot menu and then click Upload Spreadsheet to upload a completed template spreadsheet. |  | \u003Cbr>3 |\n\nfi [nancesupport@utah.gov](nancesupport@utah.gov)  \n\n| \u003Cbr>4. On the Upload Spreadsheet page, in the Transaction Code field, enter the Transaction Code for the template that is being uploaded.\u003Cbr>5. Click the Submit Transaction checkbox to submit the transactions after they are created. (Note: If this is not selected, documents will submit in draft phase and will require manual submission)\u003Cbr>6. Click Apply Overrides to apply overrides to the transactions, if needed.(Note: Bypass Automatic \u003Cbr>\u003Cbr>Numbering and Bypass Approval are not available.)\u003Cbr>From the results list, click\u003Cbr>Upload Transaction Spreadsheet (Financial) .\u003Cbr>\u003Cbr>7. Click Upload. The Upload file has now been queued for processing successfully. Click Cancel to return to the Upload Transaction Spreadsheet page.\u003Cbr>8. On your record, click the 3-dot menu  , hover on Related Pages, and click View\u003Cbr>Logs to check the upload status.\u003Cbr>9. On the Spreadsheet Upload Log, review the status at the top of the page.\u003Cbr>10. Scroll down to review the individual transactions.\u003Cbr>11. Click the Transaction ID link to open rejected transactions to correct and submit.(Note: You will need to submit transactions if they were created in draft status.)\u003Cbr>|\n| --- |\n| \u003Cbr>\u003Cbr>9 |\n|  |\n| \u003Cbr>\u003Cbr>11 |\n\nfi [nancesupport@utah.gov](nancesupport@utah.gov)","cbCaijjiLp4AqpNQ","https://ap.wps.com/l/cbCaijjiLp4AqpNQ","pdf",1360053,"English","# Upload Transaction Spreadsheet (UPDOCS) - Quick Reference Guide\n## Pre-configured templates\n## Prepare the spreadsheet for upload\n## Upload the populated spreadsheet\n## Review upload status and handle rejections","[{\"question\":\"What is UPDOCS used for in Vantage Financial?\",\"answer\":\"UPDOCS is used to bulk upload transactions from a spreadsheet into Vantage Financial. Populated fields in the template create one or more transactions in Vantage.\"},{\"question\":\"How do I find and download a transaction upload template?\",\"answer\":\"Go to the UPDOCS page, click the 3-dot menu at the top right, and select Transaction Upload Template. Then click the Template File Name link to download an existing template.\"},{\"question\":\"What steps are required to upload the completed spreadsheet and submit transactions?\",\"answer\":\"Search for UPDOCS, select Upload Transaction Spreadsheet (Financial), choose Upload Spreadsheet from the 3-dot menu, enter the Transaction Code, and use the Submit Transaction checkbox to submit after creation. Click Apply Overrides if needed, then click Upload to queue processing and review status in the upload logs.\"}]","Upload Transaction Spreadsheet (UPDOCS) - Quick Reference Guide - Bulk upload transactions into Vantage Financial | PDF",1789188001]