Import Sales Payments problem

Problem reported by Brian W 10 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

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3 Replies

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.

10 years ago

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.

10 years ago

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

10 years ago

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