Import bookings

Import bookings

You want to save time and import bookings directly in EZYcount:

 

 

1) The import booking button is in the menu under bookings:

Import button in menu

Import button in menu

 

Import view

Import view

  1. Select the booking file: Select on your computer which file to import
  2. File type: Automatic recognition of tile type. If the program doesn’t recognize the file, you cannot import the file. Please contact support@ezycount.ch. if you thing that this file should be imported.
  3. Cash account: Select the correct bank or post account to import the bookings into.
  4. Import button: Click the import button to import the file.
  5. Import list: The list of each import is displayed on the bottom. The available information are date, cash account, the total amount of the import and the current state (a cross if some bookings need to be finished and a “V” if all bookings are done.
  6. Actions: The show button let you see and modify the import and the bookings of the import. The Delete button delete the import and all bookings.

 

2) Once you clicked on the Import button, all bookings are loaded. You can finish each booking one after the other. You can quit anytime and continue later.

Imported booking list

Imported booking list

  • Booking number: Define a specific number. If you don’t, EZYcount will select the next available number when you click on the button “Book”.
  • Date (automatic): The date of the booking is imported from file.
  • Offset account: Select the correct offset account for the booking.
  • Cash account (automatic): The cash account is selected from the file.
  • Amount (automatic): The amount is imported from the file.
  • VAT code: Select the VAT account. You can see this field only if the selected offset account need a VAT code.
  • VAT amount (automatic): The VAT amount is calculated automatically with the amount and the VAT code.
  • Book button: Finish the current booking.
  • Add a row button: Add an empty row to add a simple booking. When doing so, the booking number will be set on the same as the current booking. The field is editable.
  • Next booking: Once a booking is finished, it turns green. If an error happen, for example if you didn’t filled all the fields, the booking will turn red. An open booking is grey.

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    3) Here is a list of all the files you can import in EZYcount:

      
    If you have a question, do not hesitate to contact us at support@ezycount.ch.