Import the Billsadmin
Enter the customers’ Bills transaction information into a CSV template and then import the file into Clickentry.
- In the Account menu, select Purchases (Accounts >> Purchases).
- Click on the Import button.
- Click Download template file.
- Open the downloaded template file.
- Copy your Bill into the template file. It’s important not to change the column headings provided in the Clickentry template because these need to be unchanged for the successful import to work in the next step.
- Click Choose File and select your updated template file.
- Click Save as Draft to import these invoices as drafted one or click Save as Approved to import these Bills as Approved one.
- Now the import message pop-up window will appear with the imported bills detail. If it shows some errors in the file then click Quit and update the template file to fix these errors to import the file again.Otherwise click Continue to complete the import process.