Hello,
I received the above error message and my files were skipped.
I tried to import a new sale from a third party software (Shiftcare), chose service sale (as it is services relating to the NDIS), i matched the items correctly (to the best of my knowledge). I don't know what could be wrong. I have attached the error report log screenshot.
Any help would be greatly appreciated.
Hi xranton
If there are items used in the transaction, then it would most likely need be an item sale instead of a service sale.
I'd suggest manually record this transaction in AccountRight first - take a note on whether service or items layout was used - then export this one transaction from AccountRight. Open the exported file and your import file in Excel to compare the format as well as the data, you can also use the exported file as a template, just fill in the actual data.
Please feel free to let us know how you go, if you are stuck, please provide a sample import file and its import error log, we are happy to assist further.
Hi xranton
Thank you for the update.
It's very helpful to know that service layout is the one to use for this sales transaction. Then as explained in my initial reply, record this transaction in AccountRight manually, export it so you can compare the exported file with your import file using Excel to spot the difference.
Please feel free to let us know how you go.
