Format your CSV bill Files for Importing

Permissions (29).png

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.
  • 20 character limit.
Yes
Invoice Date This will be used as the invoice creation date.
  • Must be dd/mm/yyyy format.
Yes
Due Date This will be used as the invoice due date.
  • Date format must be dd/mm/yyyy.
  • Must be set to after the Invoice date.
Yes
Item Code A unique identifier for the item. Also be known as a Product Code, SKU, PKU.
  • 100 character limit.
  • Must be unique or it will overwrite the existing supplier price list item with the identical item code.
Yes
Description Description of the item.
  • 200 character limit.
No
Quantity Number of Units.
  • Must be numeric characters.
No
Unit Price Price per item.
  • Must not contain the $ symbol.
  • Must be numeric characters.
No
Amount The total value of the line item (Unit price x Quantity = Amount).
  • Must not contain the $ symbol.
  • Must be numeric characters.
No

 

Other thing to check on your Bill CSV for import:

  1. Check there are no missing or blank rows (a common issue on larger files).
  2. 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)

  3. 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.
  4. The file size must be no larger than 20mb.

Additional Information

for more info on Bill options see here:

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.