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Transaction Import

Table of Contents
  1. Overview
    1. After the Import

Overview

This pages below outline files that allow the import of financial transactions from a standard Comma Delimited file into the RMS system.

 

 

As these file will be imported separately, the following sequence must be used for a successful import
 
  1. Receipt Import
  2. Credit Note Import
  3. Refund Import
  4. Charge Import

After the Import

Once all transactions have been imported to the database you must then check the debtors ledger agrees with your source data/previous system

 

http://kb.rms.com.au/RMS9/Reporting_in_RMS9/Accounting/Debtors_Ledger

 

 

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Last modified
16:23, 19 Jun 2015

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