Forum Discussion

jos89h's avatar
9 months ago

CSV Invoice into in Tray

My supplier provides .csv invoice in a MYOB format. How do I import this as a bill?   I would have thought this is a fool proof method as line items cant be misinterpreted.
  • Princess_R's avatar
    9 months ago

    Hi jos89h,


    Thank you for your post. I'd like to extend you a warm welcome to the Community forum. I hope you find it a valuable resource.


    In this case, if the invoice is in CSV format, you'll need to save it as one of these formats: PDF, JPEG, JPG, TIFF, or PNG, and ensure that the file size is 10MB or smaller. Kindly refer to this Help article, Working with In-Tray Documents, that has detailed information to assist with this.


    Please let me know if you require any further assistance with this. I'd be more than happy to help.