Accounts
Importing financial transactions
Upload supported transactions through the normal document and approval processes.
3 min read
Upload supported transactions through the normal document and approval processes.
Step by step
- 1Open Finance → Banking → Transaction Bulk Upload.
- 2Choose a supported transaction type and use its template or displayed field instructions.
- 3Prepare valid dates, business references, partners, products, amounts and branches for that document type.
- 4Upload and review validation errors. Correct invalid rows before submitting the import.
- 5Review created documents and complete their ordinary approvals or posting actions before checking the GL and partner ledgers.
Importing should not bypass document accounting, stock or approval rules. Keep original source files and review results before repeating an upload.