🌐 English · Français
To enter many purchases at once, for example a vendor’s expense statement, import the lines from Excel or a CSV file: SB Lawyer creates one document per vendor and per vendor document number.
- Open Batch Create Purch. Documents.
- Choose Export to Template Excel to get the template file, then fill it in: vendor, document type, vendor document no., matter, item or account, quantity, cost, VAT.
- Choose Import from Excel, or Import Lines Purch. Documents for a CSV file. With Automatic VAT calculation, the VAT calculated by Business Central is kept.
- Check the lines: dimensions are taken from the matter, the vendor, then the item.
- Validate: the purchase documents are created and the imported lines deleted.