Can Manger do a bulk import of payment invoices?

1

as we are doing F&B services, it is good to upload the supplier invoices at one go.

2

@newbiz_support_Llp Do you mean:

  • importing a batch of payments, or
  • importing a batch of invoices (sales or purchase)?

Hereā€™s how Manager handles each:

  • Payments in bulk: Yes. Import your bank/credit card statement (QIF/OFX/QFX/QBO/CSV, etc.). Manager will create many Payments automatically from the file. You can then use Bank Rules to auto-categorize them. (manager.io)

  • Invoices in bulk (Sales or Purchase): Thereā€™s no ā€œCSV uploadā€ button, but you can use Batch Create/Batch Update. Copy the template columns from the Invoices screen, fill them in a spreadsheet, then paste back to create many invoices at once. Note that identifiers (like Customer/Supplier) often need their internal IDs, and multi-line invoices require careful column setup. (manager.io)

3

Thank you very much for your help. Will update here again once I tested.