User Guide

How to import Payee?

  • Click on "Customer/Payee" from main menu and Select "Import Payee"
  • Import Payee List window will appear on the screen.
  • Click on [.....] button to import the payee list, and select the excel file and open it.
    Import Payee
  • Click on "Import" button to import the excel file.
  • Click on 'Column Mapping' Button to Map the columns with existing database and the users excel sheet.
  • Click on 'OK' Button to confirm the Column Mapping. Select "Share with all company" if the user wants to share these payee details with the other companies.
  • Click on 'INSERT' Button.
  • It will prompt "Payees information has been imported successfully .
    Import Payee
  • Click OK
    In excel file, payee list should be entered in proper format

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