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Uploading a Creditor invoice from XLS

Owned by Paul Sawkins
Last updated: 29, Nov, 2024
1 min read

Upload on Creditor Invoice Screen

  1. Enter credito

  2. Enter date required

  3. Drag xls over

  4. Import

  5. Review and save

Columns:

  1. Debit or DR

  2. Credit or CR

  3. Notes

  4. Tax (3 letter code)

  5. Account (or ACCT)

  6. GST inc (yes / no) or 1/0

 

creditor invoice import.png

Sample XLS

 

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