To process payments in WP Ever Accounting, go to the ‘Tools’ menu. There, you will find both the import and export options. Click on the “Import” tab and just down below, you will find a field to import payments.
A sample file formatted in CSV is given so that you can download the file and learn about the fields required to import payments. To download the file, simply click on the “Sample” from the Import Payments field and a CSV file will be downloaded on demand.
How toImport Payments – CSV Formatting
The CSV file for importing customers has several fields. To import successfully, putting information on the required fields is a must. Also, you can import as many payments as you want. All of the fields given in the CSV file are mentioned below-
| Field | Description |
|---|---|
| Date* | The date on which payment is made (Date Fomat YYYY-MM-DD) |
| Amount* | Expense amount |
| Currency Code | The three-letter alphabetic codes to represent currency. The currency code imported and the accounts currency code must be same |
| Currency Rate | The rate of other currencies against the default currency |
| Account Name | Payable Account |
| Vendor Name | Vendor name who paid for the revenue |
| Category Name | Category selected |
| Description | Anything required to explain for the revenue |
| Payment Method | Payment option chosen |
| Reference | Reliable source of information to verify revenue |
| Attachments | Option to attach files if needed. (Format JPG, JPEG, PNG) |
To download the CSV sample file, click here.