Uploading financial operations from Excel

You can upload a list of financial operations into YCLIENTS using Excel. The following data can be transferred:

  • Date
  • Name of the supplier
  • Name of the payment item
  • Name of the cash register
  • Comment
  • Client’s phone number
  • Total amount

How to upload financial operations from Excel

  1. Open the Finance > Financial transactions section
  2. In the top right corner click Operations with Excel > Upload from Excel.
  3. Paste data you’ve copied from Excel spreadsheet into the empty window and click the Upload button.
  4. Match the headers with the columns, like on the screenshot.

mceclip0.png

The template for Excel financial transactions upload is attached below in the article.

Template

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