GL Coding upload using spreadsheet

Invoices with multiple lines of coding can be uploaded to the line items tax using the Upload option

Use the attached template to fill the data and then follow the steps below

Step 1: Creation of the data /coding using the template

Key in the coding information in the tab “Template” of the spreadsheet as per the header data
Then copy only the data to the next tab Upload sheet without the Headers.
Save the spreadsheet. Make sure the upload sheet is the active sheet when you close the spreadsheet.
Step 2: Upload the spreadsheet to line items

Go to the Line items Tab and Click on Highlighted icon below

A New Window Opens “UPLOAD CODING LINES”. Click on the drop down menu and navigate to the
folder containing the upload file
Select the file and click Open

Click on Upload
The lines in the spreadsheet are uploaded. The number of lines in the spreadsheet do not affect the
upload process. The below screens show single line and also multiple ( 240) lines
Select the lines that to upload to the coding.

To select all the line items click on and to unselect all items
To select individually click on the highlighted area shown in the image below. Once the items are
selected, click on Add Items or Replace items as per the requirement.
Once the Coding Upload is complete, all the line items are visible in the line items tax. The number of
line items uploaded is available at the right bottom corner of the screen.