Within TELUS Farm Accounting it is possible to import both a standard and Wages Adjustment.
This can be done from the Accounting drop down, and by selecting the 'Import' option for either a standard or Wages entry.
Standard Adjustment import
Format of csv file
Your file will require the following headers:
Date - date of the adjustment
Category - this can be category code or name
Quantity
Price
Credit Amount
Debit Amount
Enterprise (if Enterprises enabled)
Searchcode (if Searchcodes enabled)Each line of the adjustment must have:
A date (all the same date for the same adjustment)
A Category
A Debit OR Credit Amount - the total for the file must be equal
Quantity, Price, Enterprise and Searchcode are optional fields, but the column headers will still be required.
For example:
Importing within TELUS Farm Accounting
Go to Accounting > Adjustments > Import
Enter a Description - note this will be the description on the entry
Select the date format as per the csv file
Drag and drop / browse to your file
Save and upload
Wages Adjustment Import
Format of csv file
Your file will need the following headers:
Date - date of adjustment
Net Wages - net amount paid to employee(s)
Tax - Employee(s) Tax amount
Employee NI - Employee(s) NI amount
Employer NI - Employer's NI amount
Employee Pension Contributions - Employee(s) pension contributions
Employer Pension Contributions - Employer's pension contributions
Note - it is one line per Wages Adjustment
Importing into TELUS Farm Accounting
Go to Accounting > Wages Adjustment > Import
Enter a Description - note this will be the description within the adjustment entry
Select the date format as per the csv file
Drag and drop / browse to your file
Save and upload