Creating your own templates

See the standard instructions for a general guide on how to create your own spreadsheets for entering sales invoices.

Spreadsheet Design

There are three basic structures for entering data:

In all cases batch number is a header cell.

In addition to this, user will need to consider how user will enter the VAT

Multiple Nominal Distributions to a Single Invoice

The template should have single Excel cell supplier, invoice number and invoice amount, and other header/detail ranges ranges, in the header of the sheet.

Posting codes and amounts are columns.

Multiple Invoices and Nominal Distributions to a Single Customer

The template should have a single Excel cell customer code range in the header of the sheet.

Invoice number and invoice amounts, posting codes and amounts should be columns

Multiple Customers and Invoices

Customers, invoice numbers and invoices amount, posting codes and amounts are columns.