Costrak Accounts Iphone App Help

Importing Sales and Expenses

Sales Invoices:

1 use an excel worksheet

2, Required headers(All mandatory) are : id , invoicedate, invoiceno , clientname, description, vatrate, units, price.

3, You can have a maximum of 7 lines per invoice.

4, Each line must have all columns filled in.

5, You can import multiple invoices on the same worksheet, but each must have a unique invoice number.

6,You must save the worksheet in a Tab delimited text file.

7, The txt file must be accessible to the “Files” App on iphone. Up load to your Icloud account or Microsoft Onedrive account that is linked to your iphone.