Overview
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The system has the option to upload an excel file that contains payment records, so that payments can be massively processed using this file. |
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You will be able to download a template where the information required will need to be added prior to uploading the file. Download here an example of the file. |
Instructions
Follow the steps below:
- Go to Account Receivables > Receive Payment.
- Click on the "Receive Payment From Excel File" link.
- This will then take you to the screen where you download/upload the template.
- Download the sample excel file and update it. Remember that in multilocation companies, the Location code is required.
- Upload it when you are done, by dragging the saved file to the dotted area, or clicking within the dotted area to search and select the file to upload.
- The company's accounting user that uploaded the file, will receive an email with the results of this upload. Successful and error messages will be provided within the email.
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Admins and Accounting have access to payment pages. |