How to import a receipt voucher?

To import a receipt voucher to your Hsabati account, please follow these steps:

Click on Dashboard.
Click on the + button (top left).
Click on File Import.

Click on the “Choose a module” button. In the dropdown menu, select “Receipt Vouchers.”

Click on “You can import a CSV file” to import your receipt voucher. It must be in CSV format.

A new window will appear. Match each detail of your receipt voucher with an Hsabati field.

If an error message appears, check and uncheck a box.

Click Next to continue.

Click Import. In response to the question, “Are you sure you want to import this data?”, click Yes.

If you have correctly filled in the data for your receipt voucher and matched it with the respective fields, the message “Import Successful” will appear at the top of the screen. Click Close.

Want to view your new receipt voucher? Go to the Purchases module. Find your invoice in the list of numbers and click on it. 

A window will open, giving you access to all the detailed information of your document.