When moving from another accounting software to TreezSoft, you may need to think about how you'll transfer your data. TreezSoft provides the import function to assist you with your data migration. You may either enter each credit note manually or use our template to import a list of credit notes all in once.
To enter each credit note manually, you can refer to this link for guidance. In the current blog, we'll guide you on how to import a list of credit notes all in once to TreezSoft.
How to import credit note listing?
To import the list of credit notes to TreezSoft, navigate through Customer > Refund and Credit > Credit Notes.
Click on the “Import Credit Note” button at the bottom left corner.
After clicking on “Import Credit Note”, the print screen below is the main screen that you can see.
You will see this screen after you click on the import button.
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To import data, click on Browse to select the .csv file which you have edited. (Please ensure the exact file is selected otherwise an error message will be prompt.)
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Click Upload to proceed.
To import a list of the credit notes, you can download the template from:
You can refer to the table below on the columns and restrictions when filling the data.
| Column |
Description |
Mandatory |
Remarks |
| Ref No |
The reference number |
Yes |
|
| Date |
Date of the issued credit note |
Yes |
Format: YYYY-MM-DD |
| Customer Code |
The customer name |
Yes |
|
| Address |
Address |
Yes |
|
| Currency Code |
The currency code |
Yes |
|
| Currency Rate |
Currency rate in use when you created the credit note |
Yes |
Not allow 0 and negative
Max. 5 decimal places
|
| Contact Person |
The contact person |
|
|
| Contact Phone No |
The contact phone number |
|
Max 20 chars. |
| Tag Code |
The tag code |
|
Add || in between if multiple |
| Sales Person |
The salesman |
|
Value: code |
| Remark |
The statement/opinion/comment to mark |
|
|
| Refund Indicator |
Refund indicator |
|
Value: Yes/No |
| Contra Original Account |
Contra original account |
|
Value: Yes/No |
| Cash Sales No |
Cash sales number |
|
Value: Cash Sales Receipt No. |
| Sequence No |
Sequence number |
Yes |
Not allow 0 and negative |
| Amount |
Amount |
Yes |
Max. 2 decimal places |
You can visit these links to read more about credit notes in TreezSoft:
You can also read more on the import function in the TreezSoft blog by visiting these links:
TreezSoft is a cloud accounting software for Small and Medium-sized Enterprises (SMEs). It allows you to access your financial information anytime, anywhere. It also allows you to have unlimited users for FREE for your account in TreezSoft. Our aim is to help reduce our clients' time spent on accounting mainly by using our automated processes and integration to help increase their company efficiency at minimum costs. SMEs can use TreezSoft to keep track of their expenses, accounts, daily operation e.g. Point of Sales (namely QPOS) system and etc.
Visit TreezSoft at http://www.treezsoft.com/ to sign up for a 30 days trial account with us!
You can also email us at [email protected] for more inquiries.