[ledgersmb-users] Re: GL transaction upload template

On Mon, Dec 30, 2019 at 11:48 PM Erik Huelsmann <..hidden..> wrote:

Hi Louis,

On Mon, Dec 30, 2019 at 11:40 AM <..hidden..> wrote:
Thanks Erik

Upload not working for me unless there is another uploadscreen I am missing or config that I missed.
I tried AP - import batch as well as the Import AP batch menu.

Actually, I provided you with the information required for "General Journal > Import". So, yes, you missed that option. But it does something different than the "import AP batch" menu: it imports GL transactions, not AR/AP transactions.

this is my CSV file headers
Name Invdate accno amount description tax paymentdate paymentaccount
sundry 12/12/2019 5001 1000 phone yes 12/12/2019 1200

I get the following error.

Can't locate object method "content_is_text" via package "HTTP::Headers::Fast" at lib/LedgerSMB.pm line 333.

Using the correct menu item isn't likely to fix this problem.

By the way, the transaction you're explaining to be uploading is neither the set of columns that I gave you nor the set of columns that you should be using for an AR/AP upload. These are the columns (in the order they're expected) when uploading an AP item:

'vendor': number of the vendor, as listed on the "Account" tab of the contacts screen

'amount': amount (excluding tax) to be posted as an expense

'account': expense account to post the amount on

'ap': AP account to post the open item on

'description': description of the transaction

'invnumber': number of the invoice

'transdate': transaction date

Looking into this one right now. I'll let you know what I find.

---
bye,

Erik.

http://efficito.com -- Hosted accounting and ERP.
Robust and Flexible. No vendor lock-in.

Bye,

Erik.

http://efficito.com -- Hosted accounting and ERP.

Robust and Flexible. No vendor lock-in.