I want to start using the AP Import Invoice task under Tools.

We have 300-400 CC transactions to enter and are hoping to use this tool.  Does any one use the feature "Import Invoices" under the AP-Tools?  I need a solution to import our credit card transactions from our bank website.   The bank can provide the output template.  I am just not sure what the import needs to look like and if it can be done in Excel? 

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  • I don't use it for CC transactions but I do have an Excel Spreadsheet set up for use with the  AP Import Invocies.  One tab is City Utilities, one tab it Electric Utilities, one is Loan Payments, etc  I LOVE the feature.  I have most everything set up with formulas so there are minimal keystrokes involved each month.  Works great! 

     I had some extra time over the summer so I set up a tab for real estate taxes and entered everything in it.  When I got my tax bills in the mail, it took less than 5 minutes to update my spreadsheet and import all 40+ invoices.

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  • I don't use it for CC transactions but I do have an Excel Spreadsheet set up for use with the  AP Import Invocies.  One tab is City Utilities, one tab it Electric Utilities, one is Loan Payments, etc  I LOVE the feature.  I have most everything set up with formulas so there are minimal keystrokes involved each month.  Works great! 

     I had some extra time over the summer so I set up a tab for real estate taxes and entered everything in it.  When I got my tax bills in the mail, it took less than 5 minutes to update my spreadsheet and import all 40+ invoices.

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