Import / Export Receivable Accounts

Import Receivable Accounts.

Introduction

Export a file of existing Receivable Accounts

Import Receivable Accounts

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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.

 

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.

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.