How do you import emailed invoices to my sage cloud accounting ?
How do you import emailed invoices to my sage cloud accounting ?
Hi Maron,
Thanks for using Sage City.
There are couple of different options for uploading invoices into Sage Accounting.
You can upload Purchase invoices that are in detail from a supplier by using a feature called Purchase Automation, the link below will show you how to set up this feature in your account.
https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=222001000101064
This link will explain how to upload your purchase invoices by either uploading the invoices directly from your desktop/ laptop or by forwarding the email from your supplier directly to Sage Accounting.
https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=222001000101067
Another way to upload invoices into Sage Accounting is by importing sales or purchase quick entries, these types of invoices will not be in as much detail as standard sales or purchase invoices but this way is used if you have a lot of these types of invoices to upload into Sage Accounting. The link below will guide you step by step on how to download a template from Sage, then prepare the file for upload and finally uploading the file.
https://gb-kb.sage.com/portal/app/portlets/results/viewsolution.jsp?solutionid=222001000100915
If this helps, please click Verify Answer.
Regards,
Stuart
Sage UKI
*Community Hub is the new name for Sage City