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Staff can import Accounting Lines directly into any eDoc with fields for Accounting Lines.  

To proceed,  

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 Save frequently used templates on your desktop for easy access.

   
   

3. Navigate to ‘Internal Billing’ Internal Billing. 

4. Click on the question mark symbol next to the ‘Internal Billing’ Internal Billing heading.
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5. You will be directed to the ‘Data Data Import Templates’Templates page. Locate the appropriate template for the eDoc.  
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   Info
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   Many eDocs use the same Standard Import template.

   
   

6. Enter the Accounting Lines.  
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   Info

   title	Info

   The columns with red headings are required.

     

   
   

7. The “Amount” column should contain no commas. In the ‘Amount’ Amount column, change the format to General to remove any commas , if any are present.   This column should contain no commas. 
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 Save as type’Type, select CSV (Comma delimited).  
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   3. Click the Save button.  
10. In saving the file, you You may receive a prompt(s) like the one shown below. Click Yes for these prompts. 
     
11. On the ‘Accounting Lines’ Accounting Lines tab, click on the IMPORT LINESImport Lines button.  
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12. Click on Choose File.
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13. Locate your CSV import files.  
14. Click Open.  
15. Click the ADD button next to the filename.
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Doing so will complete the process. Your Accounting Lines will be successfully imported into your eDoc.  
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