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

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Save the spreadsheet as a CSV file.
Save
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
Tip: Save frequently used templates on your desktop for easy access.
Navigate to Internal Billing.
Click on the question mark symbol next to the Internal Billing heading.
Under the "Overview" sub-menu,
click
click Data Import Templates
,
and choose the appropriate template for
the eDoc
the eDoc.
An Excel spreadsheet will open. Enter the Accounting Lines.
The
The columns with red lines are required.
Enter the Accounting Lines
Enter the Accounting Lines. The columns with red headings are required.
In the Amount column,
change
change the format
to General to remove any
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.
1. Click
  on
  on Save As.
2. From the drop-down menu next to Save as Type,
  select
  select CSV (Comma delimited).
3. Click the Save button.
You may receive a prompt(s) like the one shown below.
Click Yes
Click Yes for these prompts.
Image Modified
On the Accounting Lines tab, click
the
the Import Lines
button
button.
Click
on
Choose File.
Locate your CSV import files.
Click
Click Open.
Click
the ADD
the 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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