Page Comparison

...

1. Save the spreadsheet as a CSV file. 

2. If you wish to do an import on both the income and expense sides, create two import files, one for each side.

   Tip
   title Tip
   You may want to save frequently used templates on your desktop for easy access.

   
   

3. Navigate to ‘Internal Billing’. 

4. Click on the question mark symbol next to the ‘Internal Billing’ heading.
   
   

5. You will be directed to the ‘Data Import Templates’ page. Locate the appropriate template for the eDoc.  
   Image Modified
   

   Info
   title Info
   Many eDocs use the same Standard Import template.

   
   

6. Enter the Accounting Lines.  
   Image Modified
   

   Info
   title Info
   The columns with red headings are required.

   
   

7. The “Amount” column should contain no commas. In the ‘Amount’ column, change the format to General to remove any commas, if any are present.   
8. Delete the first three lines of text.  
9. Save the document as a CSV file. To do so,  
   1. Click on Save As.  
   2. From the drop-down menu next to ‘Save as type’, select CSV (Comma delimited).  
      Image Modified
      
   3. Click the Save button.  
10. In saving the file, you may receive a prompt(s) like the one shown below. Click Yes for these prompts. 
    Image Modified 
11. On the ‘Accounting Lines’ tab, click on the IMPORT LINES button.  
    Image Modified
12. Click on Choose File.
    Image Modified
    
13. Locate your CSV import files.  
14. Click Open.  
15. Click the ADD button next to the filename.
    Image Modified

Doing so will complete the process. Your Accounting Lines will be successfully imported into your eDoc.  
Image Modified

Related Articles

...