Previous Accounts Receivable - Importing

Previous AR Files

 


 

Step      Action

  1.       Select {Settings} and then select {Previous AR} under Accounting.

  2.       Select {Choose File}.

              A File Upload modal window will open.


  3.       Locate file on computer to be imported and select {Open}. The name of the file to

           be opened will appear to the right of the {Choose File} button.

  4.      Select {Import}. A results window will pop-up to indicate the number of records

          that have imported successfully.

 

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  5.       Select X to close pop up results window.