Staff can import Accounting Lines directly into any eDoc with fields for Accounting Lines.
...
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 (one for each side).
Save
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,
clickclick Data Import Templates
,and choose the appropriate template for
the eDocthe eDoc.
An Excel spreadsheet will open. Enter the Accounting Lines.
TheThe 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,
changechange the format
to General to remove anyto 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.
Click
onon Save As.
From the drop-down menu next to Save as 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 tab, click
thethe Import Lines
buttonbutton.
Click
onChoose 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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