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File Import Feature

 
Files that you are currently able to import into Sage 300 CRE can be imported directly into TimberScan.  That’s right!  You can import fixed or variable format files directly into TimberScan, match the data to the image and send them off for approval.  You may be able to get files from your vendors or use Excel® as a template for invoices to import.  These are ways to reduce data entry time.
 
First things first:
 
·     Sage 300 CRE license must have import activated (no extra charge)
 
·     User must have permission for import
 
 
 
·     If you want to Final Review imported invoices
 
     Admin > Settings > Routing settings
Check the box for “Final Review Mandatory for Imported Invoices”
 
 
 
·     Import files must have extension name of “.txt”, but be the traditional comma separated value (CSV) format
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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