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To review history before importing transactions

Before you introduce third-party transactions into your iMIS data file, view the relevant payment history for items such as AR payments for a sample customer (one who will be affected by the incoming data).

  1. From Customers, select Manage customers to open the Manage customers window.
  2. Click Find to select the customer record.
  3. Select the AR/Cash tab to view the customer's AR/Cash information.
  4. Make note of the contents of the AR/Cash tab. The imported transactions should be displayed in the AR/Cash tab after you perform the import procedure.

    Note: You can review the outstanding AR balances by printing an A/R Statements report.

See Also

Using iMIS AR Importer

To enable the iMIS AR Importer module

To format data for import

Example Import File

To perform the import

To verify the import

To view open credits from an import


ASI logo 10.6 Production Release. Updated 10/5/2005 3:10:39 PM
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