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Introduction
- This module is an official one.
- Transactions from a CSV formatted file can be imported into FA.
- Development Repo
Screenshots
- Import Journal Entries
- Import Deposits
- Import Payments
- Import Sales Orders
- Import Direct Sales Invoices
Procedure
- Add additional columns 'Reference', 'Account code', 'VAT', 'Customer id', and 'Supplier id' to Bank statement's csv.
- Templates provided at modules/import_transactions/templates (make sure the Account Codes used are for your CoA and not the default British CoA)
- Forum Post - Journal Processing
- Forum Post - Spaces in CSV numeric fields to be avoided
- Forum Post - Customer / Branch Absence Error Fix