Importing Transactions from Excel

ERP ERP allows you to import transactions in bulk using Excel files, saving time and reducing manual entry errors. This guide explains how to use this feature.

1. Navigate to the 'Accounting Module' and select 'Import Transactions.'
2. Download the provided Excel template for transaction import.
3. Fill in the template with transaction data, ensuring accuracy in fields like date, amount, and account codes.
4. Upload the completed file and map the fields as prompted by the system.
5. Review the imported data for errors before finalizing the import.
6. Verify that the transactions appear correctly in the Accounting Module.

• Navigate to the 'Accounting Module' and select 'Import Transactions.'
• Download the provided Excel template for transaction import.
• Fill in the template with transaction data, ensuring accuracy in fields like date, amount, and account codes.
• Upload the completed file and map the fields as prompted by the system.
• Review the imported data for errors before finalizing the import.
• Verify that the transactions appear correctly in the Accounting Module.