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Page History: AR Invoice Import

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Page Revision: Mon, 11 Jul 2011 10:01


After selecting a file, map fields Click here for a screenshot


General Information

Default Menu Location: Transaction >> Importers/Exporters >> Accounting >> AR Invoice Import

Screen Name: IMPORTINV

Function: This screen imports a header and detail Excel file (XLS) into Adjutant to load the AR invoice tables.

AR Invoice Import - Click for full size

AR Invoice Import - Click for full size


Required Spreadsheet Format

The Header and Detail import templates can be accessed on the screen by clicking the Export Template buttons.

To avoid any formatting issues, please save the spreadsheet in Microsoft Excel 5.0/95 Workbook Format.

Spreadsheet Explanation

Header File



Detail File



Instructions To Import New File

Once your file is complete, you can import it by going to Transaction >> Importers/Exporters >> Accounting >> AR Invoice Import.

Select the files you wish to import by clicking the Browse buttons.

Browse to find your spreadsheet

Browse to find your spreadsheet



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