Hi @ZRSmj,
You’re thinking along really practical lines here, especially when the goal is to cut down manual entry across so many different workflows. Some data from other systems can be imported into AccountRight, but not every type of primary transaction can be created directly from a PDF or Excel file the way you’re describing. So while parts of this are possible, there isn’t one broad feature in AccountRight that can take any uploaded file and turn it into quotes, invoices, purchases, payroll, timesheets, and other transactions all in one go. You can check this link for more info about what can be imported. If the exact workflow you’re after isn’t supported, then yes, it’d absolutely make sense to post it on the AccountRight Ideas Exchange board as a feature suggestion.
Cheers,
Doreen
