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Import Invoices from Custom Excel File in Accounti

Import Invoices from Custom Excel File in Accounting Firm

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This option is very useful when we want to import data from excel file that does not have columns in Pantheon default (template) order.

We start an import from journal entry (DT470). Open new document type and call Data Exchange by OVD Standard function on Wizard button.

 

New window opens. We set parameters on Preparation panel. Example bellow is for received invoices import. As soon as option Custom Microsoft Excel Type of import is marked, new panel Settings for custom import appears.

 

 

 

 

File Path Enter path to file location.

Fill In Missing Registers on Transfer

 Marked option will expand registers with missing subjects, Subject name 2, Address, ... when trigger button. Not all registers can be expand this way. Register which will never expand by using this options are: Item, Country, Clerk, VAT Type, and some other.
Type of import Use Template Custom Microsoft Excel option.
Invoices Received/Issued Choose one option. Marked Issued will import either issued invoices (customers) or option Received will import received invoices (suppliers).
Document Type

We choose document type reserved for entry in accounting firm from drop down menu.
 
Per Date Enter date. This date will become Date Posted and Target Date in journal entry.
We use button Load to import positions from excel file. We can use enclosed template because the order of columns is important. Lines import stars from line 2.
We use button Post for creating of invoices.

 

 

000001.gif Before Loading data from excel file, Settings for custom import need to be done.
000001.gif Data can be import only from saved excel file to assure correct import.
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Be sure to have all registers up to date before import invoices and entries. This is the only way to get satisfied result.
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Data import starts from line 2.

 

See more details about import by following links:

Import invoices as entry in accounting service from Excel

Import invoices only as entry in accounting firm

Import invoices as entry in accounting service with postings

 


 

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