When raising an order, as explained on this help article - How to create a purchase order - you can import your line items. You may have all of the items you wish to buy on a spreadsheet. Provided the…
To access coding, click the Business menu and Coding Lists. This incorporates Tax Codes, Nominal Codes and Cost Codes. Tax Codes If you reclaim back your expenditure taxes you may want to set up t…
You can bulk import orders from a CSV file. Go to the Documents > Purchases pages and select import from the New Purchase Order button. Now download the CSV template. The process is straight forwar…
You can import your projects in exactly the same way you can import other assets. Click on Import Projects Download our template Populate our template Import the saved CSV file back in …