Is there a template for importing a large batch of payments.
I have tried to import the Batch Create, but this is not displaying “paid from” and some values are imported while others are not.
Can you please post exactly which fields need to be used and show me an example for each type of batch create, including payments, receipts, customers, suppliers.
The online videos do not show this and with just a little help in exactly what is needed in each column, the community would benefit tremendously.
As has been mentioned several times on the forum, use Batch update > Copy to clipboard > paste into a spreadsheet and you’ll see all the fields that you then can populate with the necessary new data. When done, copy the added data (including the row headers) and paste into the Batch create entry field.
Any videos you have found online were not published by the developer. There is no guarantee they are accurate, apply to your edition or version of Manager, or represent the behavior of the program with your particular settings.