Hi,

I'm just inquiring if there is Field for importing date of invoices in the "Import Invoice"?
The default version only have the Due Date, but I need the Date field to be updated as well. Right now, the date is being defaulted to the date of which user has logged in.

If you need additional information, please let me know.

Kind regards,
Shafeeq

Shafeeq:

Yes, you can definitely import the Invoice date.

Three steps: (1) add the Invoice date as a column to your import file (placed among the other header fields) then (2) modify the Import template to include the field "Hdr-Transaction Date" in the appropriate position then (3) while that field is highlighted, look at the bottom of the Import screen and select the right date format.

Note: If you are using the template named "Invoices Default" or you don't see "Hdr-Transaction Date" as an option, first select the tab named "Field Defaults" and unselect the field "Hdr-Transaction Date" (highlight the field then click on the arrow that points to the left). Now you can go back to the tab named 'Import Field Selection" and "Hdr-Transaction Date" will be available to select.

Here is a 5-minute YouTube video on Adagio importing: Video on Import Templates

Imports can be finicky (to quote someone), so if you have troubles with the process, ask your Adagio consultant for guidance.

Thank you Bruce, I initially did not see the Hdr-transaction date.
It works as intended now.

By any chance, would you know how to attached a pdf to each invoice? There is a field "Hdr-Attach PDF" but I have not seen a description of this function of how it works.

Your help is much appreciated.

Kind regards,
Shafeeq

Shafeeq:

You need to own the Adagio module DocStore - used to attach PDF documents to records. If you do, you would put the PDF filename and the full path to the file into that field.

Thank you Bruce! Appreciate your help. Yes, I own Doc store, so I should be able to make this work.

Kind regards,
Shafeeq