File formats available for importing supplier invoices to In-Tray

Question

So I spoke with my major supplier about how to get my invoices directly sent to MYOB. They use a system that is capable of sending in PDF, Excel or "System Import" - which includes an option for Xero versions depending upon your software I guess.

I can import the PDF by sending direct via my email as per the tutorial on where to find the 'In-Tray' email address....that is easy. But it is not much different really to how I have been doing this for over 3 years now, just manually saving to my file system, then using the "Add Documents' tab. Saves about 2 steps....

I tried practising on the Clearwater practice Company, but that one doesn't allow email addresses.....obvious why I guess. So I didn't get any further.

Can we import using Excel formats? Or is that not an option now?

Only minutes away from turning to alcohol....if that will help.

chrismyob · Answer

Hello toofless&nbsp;
&nbsp;
There is the option to import with excel. You will need to follow this Help Article on using an import template.&nbsp;
&nbsp;
I am also providing a list of all the import and export fields able to be transferred.Please let me know if this helps.

toofless · Answer

Thanks Chris, I will try that out now.&nbsp;&nbsp;

toofless · Answer

I've spent an hour on this solution now.....getting the bottle out now.&nbsp;That test company doesn't place nice like it should.

chrismyob · Answer

Can you please provide some more information about what you mean by it doesn't place like it should and any details on any errors when importing. If you can, please also provide screenshots to assist in troubleshooting.&nbsp;

toofless · Answer

I meant "didn't play nice" .....spell check or predictive is fighting me here.&nbsp;&nbsp;:smileymad:&nbsp;I will try again tomorrow, but the upshot is that the spreadsheet is either not recognised by the company file, or for some reason I cannot get the fields to upload for importation as it showed in the video tutorial.&nbsp;&nbsp;&nbsp;&nbsp;

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File formats available for importing supplier invoices to In-Tray

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