How to import a supplier invoice?
To import a supplier invoice into your Hsabati account, please follow these steps
Click on Dashboard
Click on the + button (top left)
Click on File Import
Click on Choose a Template In the dropdown menu, select Supplier Invoices
Click on You can import a CSV file to upload your supplier invoice It must be in CSV format
A new window will appear Match each detail of your supplier invoice to a corresponding Hsabati field
If an error message appears, check and uncheck a box
Click Next to continue
Click Import When asked “Are you sure you want to import this data?” click Yes
If you have correctly entered the supplier invoice details and assigned them to the respective fields, a message saying “Import successful” will appear at the top of the screen Click Close
Want to view your newly imported supplier invoice? 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