Batch Create Receipts and Payments

1

Hi!

Does anyone have experience using the “batch create” function for Receipts and Payments? I am able to export my bank movements to excel, but having trouble figuring out how to upload them all at once with Batch Create. It seems there are many different fields required and not sure what all of them refer to.

2

Don’t use batch operations to import bank transaction information. Import the statement according to this Guide: Import bank statements | Manager.