Staff can import Accounting Lines directly into any eDoc with fields for Accounting Lines.
...
To proceed,
Save the spreadsheet as a CSV file.
If you wish to do an import on both the income and expense sides, create two import files
, You may want to save(one for each side).
Tip title Tip 
Tip: Save frequently used templates on your desktop for easy access. Navigate to
‘Internal Billing’Internal Billing.
Click on the question mark symbol next to the
‘Internal Billing’Internal Billing heading.
You will be directed to the ‘Data Import Templates’ page. Locate the appropriate template for the eDoc.
Info title Info Many eDocs use the same Standard Import template.
Enter the Accounting Lines.
Info title Info Under the "Overview" sub-menu, click Data Import Templates and choose the appropriate template for the eDoc.
An Excel spreadsheet will open. Enter the Accounting Lines. The columns with red lines are required.
Enter the Accounting Lines. The columns with red headings are required.
- The “Amount” column should contain no commas.
In the
‘Amount’Amount column,
changechange the format
to General to remove any commas,to General to remove any commas if any are present. This column should contain no commas.
Delete the first three lines of text.
Save the document as a CSV file.
To do so,Click
onon Save As.
From the drop-down menu next to
‘SaveSave as
type’Type,
selectselect CSV (Comma delimited).
Click the Save button.
You may receive a prompt(s) like the one shown below.
Click YesClick Yes for these prompts.
On the
‘Accounting Lines’Accounting Lines tab, click
on the IMPORT LINES button.
Click on the Import Lines button.
Click Choose File.
Locate your CSV import files.
- Click
Click Open.
Click
the ADDthe ADD button next to the filename.
Doing so will complete the process. Your Accounting Lines will be successfully imported into your eDoc. 
your eDoc.
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