G
gtcyberaz
We receive monthly AR invoice updates that arrive in excel format that I
would like update through a simple import function.
Data is arranged in 4 columns (Invoice#, last name, balance and collection
memo). I would like to update my current month data with prior month
collection memos on only those accounts with a remaining balance. I am
assuming I can do this through some type of selective import that would
compare the account numbers/last name and import into the appropriate field
the memo for accounts with a balance >0.
Not sure how - any help would be appreciated.
would like update through a simple import function.
Data is arranged in 4 columns (Invoice#, last name, balance and collection
memo). I would like to update my current month data with prior month
collection memos on only those accounts with a remaining balance. I am
assuming I can do this through some type of selective import that would
compare the account numbers/last name and import into the appropriate field
the memo for accounts with a balance >0.
Not sure how - any help would be appreciated.