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Thread: Uploading csv invoices to Pastel

  1. #1
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    Uploading csv invoices to Pastel

    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

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    Diamond Member Neville Bailey's Avatar
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    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.
    Attached Files Attached Files
    Neville Bailey - Pastel Accounting Consultant
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    IronTree Online Solutions

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    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

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