Topic
When importing your Bill CSVs, there are some guidelines they must follow in order to import correct without error.
Instructions
The required file format is a CSV (Comma Separated Value). Not all columns need to be populated, see the table below as a reference:
Field | Field Description & Rules | Is Mandatory? |
---|---|---|
Invoice Number | Supplier invoice name or number.
|
Yes |
Invoice Date | This will be used as the invoice creation date.
|
Yes |
Due Date | This will be used as the invoice due date.
|
Yes |
Item Code | A unique identifier for the item. Also be known as a Product Code, SKU, PKU.
|
Yes |
Description | Description of the item.
|
No |
Quantity | Number of Units.
|
No |
Unit Price | Price per item.
|
No |
Amount | The total value of the line item (Unit price x Quantity = Amount).
|
No |
Other thing to check on your Bill CSV for import:
- Check there are no missing or blank rows (a common issue on larger files).
- Some characters are not accepted in the CSV format and will need to be removed, see below:
$ (dollar symbol)
“ (quotation symbol)
- (en dash symbol)
– (em dash symbol)
, (Comma symbol)
- If you’re using column headers, please ensure that there are no duplicates. i.e. you can't have two columns with the same header.
- The file size must be no larger than 20mb.
Additional Information
for more info on Bill options see here:
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