Import Drop Down Button
Debtors Module> Configuration> Debtor Setup> Import Drop Down
Debtors Module> Configuration> Debtors setup> Import tab
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The import file needs to be a CSV file (Comma Delimited File) as illustrated below. Click on the Browse button and navigate to the location of the file to be imported. Select the file and click on Open. Click on Upload and follow the screen prompts. If there are any errors in the import the resulting report will display the problematic data in the import file. |
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DebtorCode |
FirstName |
LastName |
|
ABC101 |
John |
Smith |
|
EFG101 |
Susan |
Jones |
|
KLM101 |
Paul |
Phillips |
|
XYZ101 |
Karen |
Williams |
Import Acct Managers
Import Additional Properties
Import Legal Hand Over
| 1 | Click the Select Files … button to locate the CSV file to be imported. |
| 2 | Click Upload to upload the CSV file into the WebAccounting file structure. |
| 3 | Click Import to import the Legal Hand Over Debtors as specified in the CSV file. |
| 4 | A report will be produced on the import process. If there are any errors during the import the user will be informed of these errors in the report. All these errors need to be corrected before the import will be successful. |
The CSV file requires the following columns;
Action, Debtor Code, Legal Firm Code (Creditor Code), Reference Number, Hand Over Date, Hand Over Amount, Follow-up Date and Follow-up Person
The follow-up person is that user who has been delegated to follow-up on this particular debtor’s legal hand over action with the legal firm. The follow-up person must be a registered user on the system and the column data must be the user’s First Name and the user’s Last Name (as captured in the system) separated by a space.
Action = 1 the debtor is set as a Legal Hand Over
Compulsory columns are Action, Debtor Code, Legal Firm Code, Reference No., Follow-up Date and Follow-up Person
Action = 0 the debtor is reset and is no longer a Legal Hand Over
Compulsory columns are Action, Debtor Code, Legal Firm Code and Reference No.
Import Linked Brands
Import Recurring Transactions
Import Statutory Information
Import Time Log Employee Defaults
Import Time Log Global Budget
Import VCF to new customer
Import Linked Inventory
