Uploading Service Invoice from CSV file

Uploading Service Invoice from CSV file

Sales Invoices are often raised on an external in house system with the facility to download to excel or CSV.
Sage has the ability to upload a CSV file (also excel in 2012 version), using the nominal audit trail option.

To do so a CSV file must contain certain columns, a full list can be found in the help section.

The details below are an example of a sales invoice.

Versions prior to 2012 cannot be imported with the headings – they must be deleted from the CSV file first.

Import can be found under menu FILE / IMPORT.  To import CSV invoices click on Audit Trail and Run.  Find the saved CSV file

Field Mapping is required for V.2012 however once completed can be saved for future.

Any errors will be listed example as below.

– Once corrected close and try run again. You will receive message confirming import success and close and close again.

This tutorial is provided exclusively to OpenTuition.com by CBK Training, in Association with Complete Book-Keeping Ltd

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