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Import option for Revenue Transaction Entry

Enter 100 to 150 entries a week manually in the revenue transaction entry screen and would like to be able to import from excel. Currently doing double work.

• Guest
• Mar 1 2024
• Already exists

Equipment

Company	Joeris General Contracting
Job Title / Role	Accounting
I need it...	1 month

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• Votes (2)

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  Admin
  Geoffrey Falk commented

  15 May 22:29

  You can use SDX to import the transactions...then go to the Equipment Revenue screen and add your attachments. It is not perfect, but it might help

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  Jennifer Carver commented

  22 Mar 20:29

  The SDX doesn't allow for the attachments to our equipment. Any equipment with attachments has to be a manual entry. This sometimes amounts to hundreds of manual entries for us each month.

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  Admin
  Nathan Chapman commented

  01 Mar 20:05

  There is an SDX import for the Equipment Revenue. Here is a link to the help file. https://help.viewpoint.com/en/spectrum/spectrum/api-web-services/list-of-web-services/equipment-control-services/equipment-revenue-transactions

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