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Overview

Excerpt

The system has the option to upload an excel file that contains payment records, so that payments can be massively processed using this file.

Info

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
Ui steps
sizesmall
Ui step

Go to Account Receivables > Receive Payment.

Ui step

Click on the  "Receive Payment From Excel File" link.

This
Ui step

 This will then take you to the screen where you download/upload the template.

Ui step
Download

 Download the sample excel file and update it. Remember that in multilocation companies, the Location code is required.

Ui step
Upload

 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
Ui step

 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. 

Image Modified

 

Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
cqllabel in ("accounts-receivables","payments")
labelsaccounts-receivables, payments

Noteinfo
titleInformation

Admins and Accounting have access to payment pages.