Differences

This shows you the differences between two versions of the page.

--- importing_invoices_into_sage [2021/08/20 12:13] – [Step 1] gareth
+++ importing_invoices_into_sage [2021/08/23 09:20] (current) – external edit 127.0.0.1
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 ==== Step 1 ====
+{{ :import_file_-_import.png?150|}}
 Click on File, and select Import…
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 On the Welcome page, click Next to begin the process of importing the data.
-{{ :import_file_-_import.png?200 |}}
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 ==== Step 2 ====
+{{ :import_wizard.png?500|}}
 On the Data Type page, select the Audit Trail Transactions option from the list, and click Next.
-{{ :import_wizard.png?600 |}}
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 ==== Step 3 ====
+{{ :import_wizard_data_scource.png?500|}}
 The next step will ask for the data source. Simply select the Excel Spreadsheet, and the file type. If the first row contains headings, you can specify this by ticking the box below the file path.
-{{ :import_wizard_data_scource.png?600 |}}
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-==== Step 4 ----
+==== Step 4 ====
+{{ :import_wizard_field_mapping.png?500|}}
 The Field Mappings screen allows you to choose the fields in the spreadsheet which correspond with the fields in Sage. The Export Invoice sheet in Call2Field should be set up to correctly align with Sage already, however these can be changed if required.
-{{ :import_wizard_field_mapping.png?600 |}}
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 ==== Step 5 ====
+{{ :import_wizard_confirm.png?500|}}
 The final step confirms the choices so far, and allows you to begin the upload process.
-{{ :import_wizard_confirm.png?600 |}}
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