Debtors Journal Transactions Import

Print / Import function

This function allows you to print existing debtor/customer journal transactions and import new journals to the system.

Import clone refers to loading an existing debtor from the system. All you need to do is make changes as per current journal.

Debtors Module >Activity > Debtors Transactions > Print /Import

 

 Print option will take you to print the selected debtors transaction.

 

 Import takes you to the option of bringing in data from a saved csv file

 

See the process of importing a debtor/ customer journal transaction into the system:

1. Click Select
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
• Fields for values mostly require codes of those fields
• The date format must be 2020/01/01 YYYY/MM/DD
• The column headings can be left in the import file.

See the file Layout for CSV file: