Forum - Automated Supplier Invoice Entry

Automated Supplier Invoice Entry

David Jefferson

2019-06-05

If I use a product such as Receipt Bank to scan and upload supplier invoices to a spreadsheet is it possible to upload the data on the spreadsheet to the supplier accounts in Hansa without manual data entry

Paul Timms

2019-06-11

Hi David

Are you wanting to import the data to created purchase invoices? As far as I'm aware, this isn't possible in Standard Accounts as it would need a custom import routine to be written, and this could only be done in Standard ERP.

If you have several lines on each invoice, it is possible to copy and paste the lines from Excel to Standard Accounts. You would need to ensure that the column positions in Excel match the column positions in Standard ERP. Clearly you would still need to manually create each invoice in Standard Accounts and fill in the header details, so this may not be much of a time-saver.

Regards

Paul

David Jefferson

2019-06-14

Created byPaul Timms15:06 11 Jun 2019

Thanks for the reply Paul. In answer to your first line question the answer is yes. We are trying to cut down on admin work.

Thanks for the suggestion though.

While I am on this forum. Are you familiar with the use of VAT codes in Hansa. In my view we do not have anywhere near enough VAT codes but no one knows why we set up so few and I spend a lot of time re-analysing supplier invoices and expenses to correctly split inputs between exports, exempt, out of scope etc.

I am trying to find out what is a typical list of VAT codes in use by Standard Accounts users.

Regards

David

Paul Timms

2019-06-19

Hi David

Yes I'm familiar with VAT codes. If you go to Nominal Ledger > Settings, do you see VAT Codes in the list? And if so, are you able to set up new ones?

Regards

Paul

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