Posted Wed, 03 Apr 2019 13:08:49 GMT by Judy Lewton

I would like to know if there is a way to specify a payment method (such as ACH) when using the import/export utlity in order to input a series of invoices?

Posted Wed, 03 Apr 2019 13:47:44 GMT by System Administrator

Hi Judy,

Currently, when importing invoices, they can only be imported with a payment type of Regular. M3 is currently working on an enhancement that will allow the invoice to be imported with the payment type that is set as the Default Payment Type for the Vendor associated with the invoice. We do not yet have a verified ETA on this enhancement, but our Development teams are actively working on it so we would expect it to be included in a release within the next few months. We will update this thread when this option is made available within Accounting Core.

Thank you,
M3 Support 

Posted Thu, 01 Aug 2019 15:16:41 GMT by Judy Lewton

Thank you, this has now been updated and it works very well -- YAY! what a time saver!

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