The Purchase Import screen allows you to create multiple Purchase Invoices using an Excel (csv) file. This feature is commonly used by companies using another accounting system which has the ability to export its Purchase Invoice details onto a csv file.

The bottom of the screen contains a dropdown on the left, where you can choose to use Moveware’s standard import format, or select your own custom-made format.

The Type dropdown allows you to choose which import format you are using. Moveware contains a built-in standard format. Click the ? icon to view details of requirements.

Clicking this icon brings a popup which details the order in which columns must be populated on the csv file. In other words, Column A of the csv file should contain the Invoice number, while Column B must contain the Invoice Date.

Additional formats can be created by Moveware to match the format your accounting system exports in. If the Invoice Date appears in column E, Moveware can make the adjustment to modify the import to match this requirement. Please contact Moveware for assistance.

Each cell on the csv file also must meet the system requirements. For example, the Invoice date needs to be in the date format that matches Moveware (dd/mm/yy or mm/dd/yy).

To choose the csv file containing the invoices for import, click the file explorer  icon and choose the file from computer. Once you’ve chosen the csv file, click the Import button to import the file.

The Purchase Import screen can also Export Purchase out of Moveware to be imported into another accounting system. The process is similar to importing, however an Export button is used to generate a file in the specified folder.

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