Import Invoices

This functionality allows you toadd in massseveral supplier invoices from onepre-formatted file(Excel). Thatavoid manual entryAndsaves considerable time, especially when receiving a large volume of invoices.

Import steps:

Click on the add button (Import):

• This button is often inblue/purplein the supplier invoices interface.

• He opens aimport form.

Download the canvas (Excel model):

• Click on"Download the canvas".

This file contains therequired columnsto fill in, like:

• System No.(MANDATORY)

• Date(MANDATORY)

• Supplier(MANDATORY)

And other optional information.

Fill the Excel filewith the correct data:

• Make sure thatall required fieldsare filled.

• No format errors (e.g.: correct date, exact name of supplier).

Return to the system → Next → Attach the completed file:

• Click on“Following”, Thenattach the fileExcel.

Automatic validation:

• If the file containserrors, the system displays a table with theerror reasonsfor each line.

• Correct the file, then redo the import.

If everything is correct → Click on “Import”:

• Invoices are automatically added to thelist of supplier invoices.

• Their initial status will be“Unpaid”.

Advantages of import:

• Save timefor multiple entries.

• Fewer human errors(manual entry avoided).

• Rapid centralizationaccounting data.

• Perfect for regular suppliers or massive purchases.