DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Importing invoices


#1

I’m looking for a good bookkeeping progr. Manager has nearly all I need. And it looks nice too. So a great job!

Only the import of Invoices is missing for me. I noticed that it’s earlier asked for on 20/21 april 2014.
On 26 nov there is a remark about importing Cash Accounts trough spreadsheets. Implanting next month (?).

I understand that there should not be to many import fields, But importing purchase invoice is for me very, very important.
Why: because I have a webshop. The invoices are allready made in the shop. I just need to import de excelfile into the programma. I can’t do it manually.

I’m looking forward for the responds.


#2

What is your spreadsheet format for invoices? How does your spreadsheet deal with invoices which have multiple line items or you don’t have invoices like that?


#3

I use this exportfile in Csv format. Its the total of all the products in that invoice, split in 21% and 6% Tax and costs. However I can put more or less colums in the exportfile. I will respond to the needs of Manager. Regarding your question: indeed 2 tax codes in one line. Costs are mend for after payment…


#4

This is kind of a problem. I’m afraid importing in this format could be done only through API. As far as I know, no accounting software would import this out of the box. If there is, I would like to see how they do it.

Are you familiar with C# or do you know any C# programmer?

You will need a custom tool that will read your CSV file and import columns to your Manager database as invoices.


#5

I suppose the biggest problem is the one line layout with 21% + 6% tax and the costs?
It can’t be done like the import in Manager of Customers, or Suppliers with a txt file? (similar to Importing spreadsheet)

I mean indeed manually, not like the import of Bank Accounts. Would be nice, but that’s for me not the goal.
I just want to import every 3 months all the invoices, bank accounts, etc for tax report and balance
For now I’m using an excel sheetprogramm
And no I’m sorry: no C# programming…