Import Sales Payments problem

Problem reported by Brian W 11 years ago

This is not working for me, using the template file provided. Have tried all options/variations but no luck.

Very simple test using:-

"Invoice Number","Bank Date ","Bank Amount" "541",03/07/15,55

The import finds the invoice, reads in the paid amount (dummy value) but puts 0000-00-00 00:00:00 as the bank date and then generates this message:-

Invoice 541 - You are trying to process a transaction prior to the opening accounting date. Manage accounting periods here.

file

1 3

3 Replies

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Paul Scholes

Accountant

1127 entries

Hi Brian, I've used the facility with my own .csv file and the template, defaulting to a 2 digit & 4 digit year and they all work for me. You are getting the warning purely because the date 0000-00-00 is prior to the earliest period you have set up.

There's probably a simple problem with your .csv so suggest you email it into support for them to check it out.

11 years ago

Brian W

2 entries

Thanks for having a look, used the download template to create an import file by just changing a couple of values but no joy regardless of date formats.

Have created the payments by hand just to get it sorted.

11 years ago

Misterp Scholes

1 entry

That's really weird, happy to look at the file if you want to email it to paul@clearbooks.co.uk. Up to you Cheers Paul

11 years ago

Import Sales Payments problem

3 Replies

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