There are 2 methods of importing records of purchases as follows:

Method 1: importing the payment record, creating import data on the program

Method 2: Importing payment record documents using Excel files

Method 1: Importing the payroll record, and creating import data on the program can be done by following the steps below.

Step 1.1. Select menu Expenses > Import Documents

Step 1.2. Press the + Create Many Document

Step 1.3. Select the type of document to Create Many Documents - Purchase Inventory, and press Create Document

Step 1.4 Specify details
Tips: You can click on the question mark to read the details of filling in that information.

You can scroll to fill in the details

Remarks there is required information must be specified as follows:

B - Doc. Date

C, D, E - Contact/Paye

K - Expense/Account
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When filling out the details of each document, there will be a checkmark in front of the number box.

If you want to add a document to record the payment transaction, press the + Add Document button.

In the event that there is more than 1 payment transaction record in 1 document

Press the + Add item in document button.

When pressing the + Add sub-item button, there will be a Pop-Up to select the order of the document in which you want to add sub-items. Once the order of document entries has been selected, press the Add item in document button.
From the example, add a sub-item in the first document.

PEAK will show one more line to fill in the sub-items of the first document.

In the case of pressing add documents or adding more sub-items, you can delete that line by pressing the cross mark (X) as in the example below.
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When all information is entered, press the button to create all documents.

When you click to create all documents, the bell in the upper right corner will alert you about the import of expense records.

You can click to view import information at the bell.
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When you click to view data, you can see the creation of the document by clicking on the document number.

Sample payment record page

Method 2 Importing expense record documents using Excel files

Step 2.1. Press the Import Document button.

Step 2.2. Select items imported as Purchase Inventory > press the Download Form (.xlsx) button.

Excel form example

It is recommended to read more details in Description before filling out the information.

Step 2.3. When the information in the Excel file is completed, save to the computer.

Step 2.4. Drag the saved file into the system or press the Search button to select the desired file. Once the file is complete, press the Import button.