This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Earlier today I published a post on creating a Receivables transaction import and am accompanying it with this video version of that post.
You can watch the GP Elementz – Financial Elementz – Create Receivables Transaction Import video:
This post is part of the Features of Financial Elementz from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
Financial Elementz includes a Receivables Transaction import which can be used to load the following transaction types into Receivables Management:
The import uses an Excel spreadsheet as the data source, which the user can select at runtime, but the format of the file needs to be defined in advance; the import supports the creation of multiple import definitions so that, if required, sales transactions can be imported electronically from multiple different systems and do so including different columns and in a different order.
To create the import definition, open the Receivables Transaction Import window (), enter the new Definition ID and tab from the field; when prompted, click Yes to create the new definition:
