# Debtors Journal Transactions Import

#### <span style="color: rgb(34, 34, 34);">Print / Import function</span>  



<span class="ts15">This function allows you to print existing debtor/customer journal transactions and import new journals to the system.</span>

<span class="ts15">Import clone refers to loading an existing debtor from the system. All you need to do is make changes as per current journal.</span>

<span style="color: rgb(45, 194, 107);">**<span class="ts15">Debtors</span><span class="ts15"> M</span><span class="ts15">odule &gt;Activity &gt; Debtors Transactions &gt; Print /Import</span>**</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(1466).png)

<span class="ts0"> </span><span class="ts0">Print </span><span class="ts0">option will take you to print the selected debtor's transaction.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(565).png)

<span class="ts0"> </span><span class="ts0">Import takes you to the option of bringing in data from a</span><span class="ts0"> </span><span class="ts0">saved csv file</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(566).png)

<span class="ts0">See the process of importing a debtor/ customer journal transaction into the system:</span>

1. <span class="ts0">Click Select</span>
2. Upload
3. After, uploading the CSV file the import button will open allowing you to import the file into the system
4. Once, complete click close

Important CSV File notes and format tips:

- The file must be saved as a CSV
- Don't put commas in your file
- <span class="ts0">Fields for values mostly require codes of those fields</span>
- <span class="ts0">The date format must be 2020/01/01 YYYY/MM/DD</span>
- <span class="ts0">The column headings can be left in the import file.</span>

<span class="ts0">See the file Layout for CSV file:</span>

<div class="block0" id="bkmrk-1-accountcode-requir"><table class="tbl4"><tbody><tr class="row1"><td class="cell16"><span class="ts0">1</span>

</td><td class="cell17"><span class="ts0">AccountCode</span>

</td><td class="cell18"><span class="ts0">Required</span>

</td></tr><tr class="row1"><td class="cell16"><span class="ts0">2</span>

</td><td class="cell17"><span class="ts0">Date</span>

</td><td class="cell18"><span class="ts0">Required</span>

</td></tr><tr class="row1"><td class="cell16"><span class="ts0">3</span>

</td><td class="cell17"><span class="ts0">Reference</span>

</td><td class="cell18"><span class="ts0">Required</span>

</td></tr><tr class="row1"><td class="cell16"><span class="ts0">4</span>

</td><td class="cell17"><span class="ts0">Description</span>

</td><td class="cell18"><span class="ts0">Required</span>

</td></tr><tr class="row1"><td class="cell16"><span class="ts0">5</span>

</td><td class="cell17"><span class="ts0">Amount Inc Vat</span>

</td><td class="cell18"><span class="ts0">Required</span>

</td></tr><tr class="row1"><td class="cell16"><span class="ts0">6</span>

</td><td class="cell17"><span class="ts0">ExchangeRate</span>

</td><td class="cell18"><span class="ts0">Required (Default 1)</span>

</td></tr><tr class="row1"><td class="cell16"><span class="ts0">7</span>

</td><td class="cell17"><span class="ts0">Action</span>

</td><td class="cell18"><span class="ts0">Required</span>

</td></tr><tr class="row1"><td class="cell16"><span class="ts0">8</span>

</td><td class="cell17"><span class="ts0">TaxType</span>

</td><td class="cell18"><span class="ts0"> Enter the applicable VAT type</span>

</td></tr><tr class="row1"><td class="cell16"><span class="ts0">9</span>

</td><td class="cell17"><span class="ts0">AutoAllocate</span>

</td><td class="cell18"><span class="ts0">1/0</span>

</td></tr><tr class="row1"><td class="cell16"><span class="ts0">10</span>

</td><td class="cell17"><span class="ts0">CheckZero</span>

</td><td class="cell18"><span class="ts0">1/0</span>

</td></tr><tr class="row1"><td class="cell16"><span class="ts0">11</span>

</td><td class="cell17"><span class="ts0">Division</span>

</td><td class="cell18"><span class="ts0"> Enter the Division code (if applciable) </span>

</td></tr><tr class="row1"><td class="cell16"><span class="ts0">12</span>

</td><td class="cell17"><span class="ts0">Region</span>

</td><td class="cell18"><span class="ts0">enetyr the Region code (if applciable) </span>

</td></tr><tr class="row1"><td class="cell19"><span class="ts0">13</span>

</td><td class="cell20"><span class="ts0">GL Account</span>

</td><td class="cell21"><span class="ts0">Required</span>

</td></tr></tbody></table>

---

</div>**Import Clone**

To import a cloned journal, one will need to create the clone form an existing journal transaction.

To create a journal clone go to:

**<span style="color: rgb(45, 194, 107);">Debtor module&gt; Analysis&gt; Debtors Transaction history</span>**

<span style="color: rgb(0, 0, 0);">Search the required Journal</span>

<span style="color: rgb(0, 0, 0);">Click the Clone Journal button</span>

<span style="color: rgb(0, 0, 0);">Continue</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/scaled-1680-/73timage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/73timage.png)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/scaled-1680-/KEmimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/KEmimage.png)

This will create a clone that can be used anytime in the future

to import the cloned journal go to:

Debtors &gt; Activity &gt; Debtors Journal transactions

Click the Print / import Drop down

Select Import clone

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/scaled-1680-/2sHimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/2sHimage.png)

Search the required clone

Click Import

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/scaled-1680-/xMuimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/xMuimage.png)

This creates a clone of the initial journal.

You can then make any necessary edits and process the journal as normal

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/scaled-1680-/jH8image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/jH8image.png)

<div class="block0" id="bkmrk--6"></div>