AP Import

Article Contents : This article explains How to upload invoices in Synergy Accounting via CSV, review import details, and post invoices

Step-By-Step

Synergy Accounting provides the ability to upload invoices from a spreadsheet. The spreadsheet will need to contain the vendor, the vendor invoice number, the invoice date, the voucher date, the distribution account number and the amount. You will be able to upload invoices for multiple companies using the “Company” column.

Step 1: First, select Import from the New Invoice screen:

Step 2: You will then select your file type (CSV), and the file to be imported. Select Browse to locate the file on your PC. The file does not need to be saved to a specific folder.

Step 3: To create a formatted upload file or view a sample upload, click on Template (empty) or Template (Sample). The spreadsheet will open in Excel:

Step 4: The upload must be in the same format as the sample upload and will need to have the headers the first row:

Step 5: Once you have selected the upload file, the import will automatically be displayed on the Invoice screen. Plus out to see additional invoice details. If the upload is correct, you will select Import at the bottom of your screen:

Once the file has been imported, you will need to review and post the invoices. You will do this from the Invoices home screen. If you have uploaded invoices for multiple companies, you will need to review and post the invoices in each separate company.

Step 6: If there are any errors in the import, the rows will be highlighted and errors shown in red. These errors will need to be corrected before importing:

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