Question

Importing Expense Receipts

  • 13 December 2022
  • 5 replies
  • 124 views
Kandy Beatty
Rank
Userlevel 7
Badge +16

Has anyone had success importing expense receipts via import scenario? 

Here is my import and the system will process like it is working but then it doesn’t import. Any suggestions?

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

5 replies

N
Rank
Userlevel 3
Badge

@kandybeatty49 are you set as an employee or as a delegate of all employee records in the file?

N
Rank
Userlevel 3
Badge

@kandybeatty49 put yourself on the top the company tree (top hierarchy). I think that will solve the your issue.

Kandy Beatty
Rank
Userlevel 7
Badge +16

HI @nperez94naw 

Set as both. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Kandy Beatty
Rank
Userlevel 7
Badge +16

Hi @kandybeatty49 were you able to find a solution? Thank you!

HI @Chris Hackett 

No I was not. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
Rank
Userlevel 7
Badge

Hi @kandybeatty49 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved