How to Amend the Import Journal Template to Invoice by Stock Number

1. Open Your Existing Import Template

   • Locate the journal import file you normally use (typically a CSV or Excel format).

   • Open it in a spreadsheet editor such as Excel.

2. Add a New Column for Stock Number

   • Insert a new column in a logical position (usually after the nominal or reference columns).

   • Label the column Stock No (exact spelling and spacing may vary depending on system requirements – verify if needed).

   • This will allow the system to link the transaction to the correct vehicle during import.

3. Enter Stock Numbers Where Relevant

   • For each row that relates to a vehicle, enter the corresponding stock number.

   • Leave blank for non-vehicle-related entries (e.g. general expenses).

4. Save the Updated Template

   • Save the file in the required format (usually .csv).

   • Ensure no formatting or special characters are introduced that could disrupt the import.

Using the Updated Template for Import

• Proceed with the import as normal via the Import Journal function in the accounts area.

• The system will now use the Stock No column to allocate transactions to the relevant vehicle records.