Import

The Import command will allow you to import sundry invoices from an excel template.  This feature is most helpful when initially setting up AccountAbility and will allow you to import invoices from a previous system easily.


To Import Supplier Invoices:

1.  Select the "Accounting" menu, then "Receivable" and "Sundry Invoices" and "Search Sundry Invoices" to access the Sundry Invoice Browse screen.

2.  Click the Import link to open the Import Excel window as shown below:


3.  You will need to use a formatted AccountAbility template to import your data.  If you do not have that, first, click the Download template link to start the template download.  The template will be saved to your downloads folder as "Sundry+Invoice+Import+template.xlt" or can be accessed by clicking on  at the left hand bottom corner of your screen.  Enter your data into this template and resave the template with your data.

4.  Click  to locate and select your data template file.

5.  Click  to import your Sundry Invoice data.


Note:  The template columns in RED are required to be completed in the data template.  Entries must match codes are in your AccountAbility setup. Any errors in your data will prevent the import from processing.