Hi Mike_James
Yes, it most definitley is a learning curve! Which is good as I have learnt from my mistakes.
I am fully aware of the difference between Time billing sales invoices and Item bills from suppliers. I have followed a lot of steps to ensure I'm inputting the correct information. Including exporting an Item bill to use the columns as a template for the sales transactions I wish to import.
With the bill/received quantities, I've tried renaming Billed to Bills (as this is what it says in the actualy item bill, but not in the matching import section), tried just Billed and not the receiving column. I'm obviously not doing something right, just can't get my head around it.
I have created a sample file for each export t/billing sales, and import item bill. I also uploaded the sample item bill to show to upload the import log I receive, which has 0 errors.
Thank you.
Mazzii
Hi Mazzii1 , when you import an item purchase, there is only one field named Quantity, so you only need that column in your import file. After import, the bill transaction will show both columns completed.
If you use the names of the available fields per the import wizard in your file, then you can auto-match your file to the AccountRight fields.
Your fields should be in order - Quantity, Price and Total (your file needs a Total column as well). Your file also has no date column, which you may wish to add.
