Bulk‑Entering Multiple Vendor Payments

Overview
Save time by entering multiple vendor payments in one session using your bank statement.

Steps

1. Prepare a CSV of payments: Vendor Name, Payment Date, Amount, Bank Account.

2. In Vendor Payments, click the Export button to download the template.

3. Fill the template, then click Import.

4. Map CSV columns to fields and run the import.

5. Review import errors and correct any mapping issues.

Tips

• Import in small batches (10–20 rows) to simplify error correction.

• Standardize vendor names in the CSV to match exactly your master‑vendor list.

Troubleshooting

• Vendor not found error? Ensure the CSV vendor name matches the “Primary Name” in Vendors exactly.

• Date parse errors? Use the system date format (YYYY‑MM‑DD).