An efficient way to import invoices with a lot of line items.
Currently we have to manually enter long invoices with many line items (each line going to different GL account, project #, etc.). There is a way to import an invoice using Excel, but this method does not save any time since all the data for the entire invoice has to be entered all on one row. What would help immensely is a new import Excel file that has a separate row for each line item on the invoice. That way we can just copy and paste our long invoices into the import quickly.
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Patrick Jamieson
- Jan 30 2025
- No Status
Related ideas
YES, PLEASE!
This would be very helpful for our Accounts Payable.
I found this because I was about to submit a similar idea. Any import process that requires a user to take a table and convert it to a mapped row a few hundred columns wide is the most ridiculous solution I can think of.
https://kb.blackbaud.com/knowledgebase/articles/Article/205704
The process detailed in this documentation would have gotten a failing grade if we turn it in to an intro to programming class. Import the flat table!
I FULLY SUPPORT THIS! THE IMPORT SHOULD BE A MULTI-ROW ALLOCATION BASED ON INVOICE NUMBER/DISTRIBUTION AMOUNT.
I REPEAT, THIS NEEDS TO HAPPEN ASAP!
Yes, this is exactly what I would like too. The current invoice import is limited to 99 extensions, meaning an invoice with more than 99 lines of distribution can't be imported. We sometimes have invoices with 500 to 1000 lines of expense distribution by account/project. There should be a way to import an Excel file as Patrick has suggested with one row for each line of distribution.