Search

Import Customers

 Top  Previous  Next

Go to Customer > Extra >Customer Import

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

Quick Add ConversationCompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomerextraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookupCustomer Main Menu

                                                                                                                                                                                                                                                                                                                                  Arrow_Blue

Import Customers

When importing opening balances, you can split the amounts to ensure they reflect correctly in the aging report.

 

Preparing the Data in Excel

� Use separate columns for each aging period, for example:

 

•Age Analysis Current

•Age Analysis 30

•Age Analysis 60

•Age Analysis 90, etc.

 

Handling Credits (Amounts Owed to Customers)

 

•If you owe a customer money, enter the amount as a negative value in Excel.

 

Journal Entry for Opening Balances

Upon importing, the system will automatically create the following journal entry:

 

•Debit: Debtors Control Account

•Credit: Opening Balances Account (as selected)

 

Browse for FileImport your customers

 

 

 

 

 

 

 

Keywords: Import Customers