How to Import transactions from a CSV file
 Process of how to Import transactions from a CSV file
Batch Transaction has an Import function to allows a user to import transactions from a csv file.
Navigate to:
Home > Accounting > Banking > Batch Transactions
Steps:
a) Select the Add Button.
b) Select the Drop-Down Button on File Upload Details.
c) Select the Browse Button and locate the csv file.
d) Select the File and click the Open Button.
e) Select the Upload Button.
f) Transactions will be imported.
g) Select the Process Button.
Important Notes:
a) A Sample file can be downloaded.
b) The file layout is very important.
c) Make sure on Customer transactions there are more fields that are required for example: Payment Type, AllocationAccountCode etc.
d) Positive values important for standard transactions.
e) Negative values are for Transaction reversals.
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