How to import an advance?

To import an advance into your Hsabati account, please follow these steps:

1- Click on Dashboard

2- Click on the + button (top left)

3- Click on “File Import”

4- Click on the “Choose a template” button. From the dropdown menu, select “Advances.”

5- Click on “You can import a CSV file” to import your advance. It must be in CSV format.

6- A new window will appear. Associate each detail of your advance with an Hsabati field.

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

8- Click Next to continue

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

10- If you have entered the data for your advance correctly and associated them with their respective fields, a message “Import successful” will appear at the top of the screen. Click Close.

11- Want to view your new supplier invoice? Go to the Sales module. Identify 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.