[Question] Uploading csv invoices to Pastel

[AndreHugo]

Good Day All.

Our company uses an external sales system to capture about 50 sales invoices per day. This then has to be done in pastel for accounting purposes.

I am currently uploading the petty cash and bank reports via a csv upload, but was wondering if there was a way to create a upload template which I could upload multiple invoices? I am currently sitting and manually doing 50 to 60 invoices per day, it is MASSIVELY tine consuming.

Anyone have any advise?

Many Thanks
Andre

[Neville Bailey]

Hi Andre,

I have attached the CSV file layout for the importing of invoices.

You can also create a CSV template file by manually capturing some invoices in a batch and then export the batch as a CSV file by clicking on Batch...Export. Make sure that you name the exported file with a .csv file extension, so that you can open it in Excel.

[Seun]

One of our departments is doing their invoices on a CSV file, I upload it to pastel every week or so.

What I did was create a few invoices as usual on Pastel, I didn't update it yet, but rather exported it.
The file that was exported, I changed to CSV and instructed the department to insert their own values/characters
There are columns for Supplier codes, amounts, VAT, date, etc.

Hope it helps.

Cheers