Migrating Receivables

ERPNext User Forum
1

Hi all,


Does anyone have any advice or tips on how to migrate receivables data into erpnext?

I have a list of invoices with date, original+paid+outstanding amounts, etc. that I can get into a spreadsheet or CSV file.  Is there a way for me to easily upload this into erpnext?  Or does anyone have a workaround solution?  I essentially want to have an accurate view of A/R for my customers.

Thanks.
lxnow

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2
Hi,

Have a look at Accounts > Voucher Import Tool. 

You can import Journal Voucher entries into the system using this tool.

However you will need to have all customers and necessary accounts setup before using this. 

Sent from my phone

On 04-Mar-2013, at 5:39 AM, lxnow <la...@union.ph> wrote:

Hi all,

Does anyone have any advice or tips on how to migrate receivables data into erpnext?

I have a list of invoices with date, original+paid+outstanding amounts, etc. that I can get into a spreadsheet or CSV file.  Is there a way for me to easily upload this into erpnext?  Or does anyone have a workaround solution?  I essentially want to have an accurate view of A/R for my customers.

Thanks.
lxnow

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