Versions Compared

Old Version 8

changes.mady.by.user Duncan McDougall

Saved on

compared with

New Version Current

changes.mady.by.user Dakota Martin

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


You process a number of transactions in bulk by running an import for either your receipts or payments in bulk. Note that each is its own import. You can import both receipts and payments but you will have to do each separately. The process for both however, is very similar. 

The process uses a csv file (a type of Excel file) which contains the details of all the transactions that you want to upload.

Click on the video to see the process. 

Widget Connector
urlhttps://vimeo.com/168561957

 

You can also build your own import specifications so that you do not have to alter your data to match the default import template that comes with Actionstep. See Bulk Import Specifications - Trust Accounting Administration for details.
Note
Info

See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360053560574