Hii Sarah, I am creating the reversal JV by using the reversal date field available on journal entry page and use the defer entry option but on the reversal date system is not passing journal entry automatically but it is shown in memorized transactions. Can you please help me in this why this is happen??
Great question! Since the memorized transactions are created from existing transactions in the system, you could absolutely run a CSV import to generate all of the invoices that you want to memorize. The process for creating the memorized transaction for each invoice would be manual, but at least you can make the process of getting the original invoices into the system a bit easier using a CSV import.
Hii Sarah, I am creating the reversal JV by using the reversal date field available on journal entry page and use the defer entry option but on the reversal date system is not passing journal entry automatically but it is shown in memorized transactions. Can you please help me in this why this is happen??
Can you create memorized invoices using the CSV import?
Great question! Since the memorized transactions are created from existing transactions in the system, you could absolutely run a CSV import to generate all of the invoices that you want to memorize. The process for creating the memorized transaction for each invoice would be manual, but at least you can make the process of getting the original invoices into the system a bit easier using a CSV import.
Hello @@suitesarah, is it possible to import previous transactions in bulk via csv file? Thanks!