Import / Export Receivable Accounts

Import Receivable Accounts.

Introduction

Export a file of existing Receivable Accounts

Import Receivable Accounts


Introduction

You can import Receivable Account details into your Lentune system.

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

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Export a file of existing Receivable Accounts

To export a file of Receivable Accounts:

  • Go to Receivables > Receivable Accounts.
  • Click Import / Export.
  • Click Export.
Import-Receivables-1

 

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

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Import Receivable Accounts

To import a file of Receivable Accounts:

  • Go to Receivables > Receivable Accounts.
  • Click Import / Export.
  • Click Import.

Import-Receivables-2

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. This allows you to make any corrections and try again.

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

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Last updated: 28 April 2022.