Import AR Invoice entries from XLS file in Sage 500

By | May 31, 2021

Importing a data into your ERP plays a vital role in saving your time. This is a unique utility useful for the user wants to create huge number entries for AR invoice entries in Sage 500.

The multiple companies uses the large number of AR invoice transaction in every day in order to generate the financial transaction. If the client has to create a large number of AR transaction entries, it would be a time-consuming task.

In order to ease the process of creating AR Invoice entries, Greytrix has developed a utility which shall import AR invoice entries from data files such as XLS etc.

The data file should contain all the required fields regarding the AR Invoice entry i.e. Customer no, amount, Item number, Quantity

  • XLS File records : Customer no, amount, Item number, Quantity

For example:     Algar,90,Autoswitch,1

                              Algar,810,Cable,1

                              Algar,105,Cable500,1

Algar,10,Cable250,1

Process Invoices

User will need to generate a new batch number, set the Posting Date, and leave Entry Type as Standard. Then user will click the browse button to select the file to be imported and click to Import AR Invoice entries transaction from XLS files.

This way user can import larger number of the AR Invoice entries into the MAS 500 by using data file.

If you feel you could be benefited from this utility or for any other form of customizations feel free to contact us at accpac@greytrix.com

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM, Salesforce.com, Dynamics 365 CRM and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using sData and web services  to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.

For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.