Hi there!

I have hit a bit of a wall and I'm hoping someone here can provide some pointers. Here is my situation:

We have a company with multiple operation centers. I'm in the head office and part of what we do is to take paper contracts and input them as new customer invoices in ACCPAC 5.5a. However, there is some redundancy happening here - at our operations centers we use spreadsheets to track each new invoice as the sales come in. The spreadsheets contain almost all of the data that I end up inputting at the close of a period, and so I'm trying to eliminate the step of re-keying all of the data from the paper forms into ACCPAC since most of it sits in a spreadsheet.

What is the best approach for getting this data formatted and ready for ACCPAC? I have exported an A/R invoice batch to see what it looks like, and I get three worksheets - Invoice, Invoice_Details, and Invoice_Payment_Schedules.

When keying I really only use the following: Customer Number, Date of Invoice, Document Type, Document Number, PO Number, Order Number. I then key in the amounts of sales, tax, etc. using distribution codes. Everything else is left default. The total matches the total on the document and we move on to the next one.

What is the best way to import this stuff? I don't want to overly complicate things for the operations people, I would really just rather remove the redundancy we have on our end. As long as the customer number already existed, is this fairly easy to accomplish?

Thanks in advance,

Rob