bulk upload journal template
I tried to follow the online instruction, it said Go to Setup > Import Customised Forms. but we got nothings. we never have any form before. So how to I create a format myself to make sure the file ...
Forum Discussion
Hi SherryltqWahl,
Thank you for your post. I'm sorry for the delay in getting back to you.
Welcome to the Community forum!
From what I understand, you're looking to create an import template for journal entries that you can upload to your file. If that's the case, you would first need to export the file, make the necessary edits, and then import it back as a template. Whenever you need to import journal entries, you can simply open this template, adjust the values as needed, and upload it to AccountRight.
I hope I've understood your situation correctly. If not, please don't hesitate to correct me and provide more details about what you're trying to achieve. I'm here to help.
Cheers,
Princess
