Import Invoices into Your Accounting Package

Many Job Costing Programmes and Accounting Packages allow you to import invoices into them electronically, all you have to do is download them in a compatible format first.

To do this click on Invoices/Credit Notes under My Account.

This will take you to the page where you can download a selection of your invoices.

 

Downloading Your Invoices

Many accounting packages such as MYOB & XERO allow customers to import their invoices into their accounting package electronically, so they automatically map to the correct job upon import.

To download your invoices to import into your accounting package set the date range to the period you want to download for, set the downloaded status to Not Download Only so you don't accidentally import invoices you've already imported, you'll probably also want to set the results per page drop down to 500 and click Search.

Once you've found the invoices you want to download, click the select all button, followed by the download button.

This will pop open a box with a drop down menu in it, choose the Custom Format you want to use and click the download button.

This will probably pop up a box asking you if you want to open or save the file, choose save, but make sure you know where it's being saved to.

Once you've saved the file to your computer contact your accounting package provider to ask them how to import it into thier software.


 

 

Compatible Software for Invoice Imports

The following is a list of compatible accounting/job costing packages and the formats they require.

NB: If the require a custom format, please contact the help desk because we maybe able to build this for you automatically.

 

Compatible Price List Format MYOB TAB
Compatible Price List Format Default
Compatible Price List Format Custom CSV

 

 

 

 

 

Compatible Price List Format Default
Compatible Price List Format Default
Compatible Price List Format Custom TAB
Compatible Price List Format Custom XML
Compatible Price List Format Default
Compatible Price List Format Default
Compatible Price List Format Custom XLS

 

 

 

Compatible Price List Format Default
Compatible Price List Format Default
Compatible Price List Format Default
Compatible Price List Format Custom CSV