ERP Payables: Import / Export Payable Accounts

Import Payable Accounts.

Introduction

Export a file of existing Payable Accounts

Import Payable Accounts


Introduction

You can import Payable Account details into your Lentune system.

First, export a file to give you the format to use, edit the data to add new records, then re-import it.

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Export a file of existing Payable Accounts

To export a file of Payable Accounts:

  • Go to Payables > Payable Accounts.
  • Click Import / Export.
  • Click Export.

This will create an .xlxs file that includes all your existing Payable accounts records. You can edit this spreadsheet or add to it and then re-import it.

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Import Payable Accounts

To import a file of Payable Accounts:

  • Go to Payables > Payable Accounts.
  • Click Import / Export.
  • Click Import.

In the import box:

  • Drag file or click to browse to find your file to import.
  • Click Next.

 

A preview of the records to be imported will be displayed on screen.

If there are any errors in the file, there will be a message at the top of the screen, and the affected records will show a reason in the Processing notes column. 

 

  • Click Next.
  • Click Close to complete the import.

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Last updated: 25 May 2022.