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.