Case study
Utility invoices into BOSS in bulk, not one at a time
Fairnet processes utility invoices for sites managed on BOSS, the platform we built for Warwick Estates, and was keying them in one at a time. We built a bulk upload: invoice details from a spreadsheet, invoice files matched from an archive, and checks that stop bad data reaching BOSS.
2019–20
What we built
- CSV or Excel upload of invoice details
- Invoice files matched from an uploaded archive
- Supplier, site and cost-centre checks
- Duplicate invoice detection against BOSS
- Standing data downloads for sites and suppliers
- Large file uploads
The challenge
Fairnet's broker login to BOSS let its team process utility invoices only individually, one at a time. For the volume of invoices involved, that was a heavy and recurring cost in staff time.
What we did
- October 2019 — first proposal, refined with Fairnet through four versions to February 2020
- 2020 — bulk upload, validation and standing-data downloads built into BOSS, with snagging and email support after release
What we built
Fairnet uploads invoice details as CSV or Excel in a set format, then an archive of the invoice files, which BOSS matches to the details. Every row is checked first, and any failure comes back with the reason.
The result
Fairnet's team moved from keying invoices one at a time to uploading them in bulk, with problems reported row by row before anything reaches the ledger.