How to copy and paste invoice coding lines from Excel into Dooap?
Invoice coding lines can be copied from Excel and pasted into Dooap either by full rows or column by column.
Template for Ledger coding
Template for Project coding
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Download the correct template - either ledger or project.
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Fill the Excel sheet with your coding data.
- The rightmost columns are used for static data, such as amounts and tax codes. This structure should not be edited.
- The remaining columns on the left are for coding/project data. You can add as many columns as you need for you dimensions, and you don't need to remove any excess columns.
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Select all cells from all rows or a single column without including the headers. Values left empty are filled automatically with vendor defaults or skipped entirely.
Press "ctrl+c" to copy.
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Switch to Dooap. Choose a starting position by clicking on a coding line field. When pasting full lines, the first column of the first coding line will do just fine.
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Press "ctrl+v" to paste the values into Dooap. It may take a while, if you included dozens of lines - in any case, try to stay below 250 coding lines.
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Once the process is complete, the UI will refresh and display the copied values and any validation errors there might be.
Tips:
- You cannot copy partial coding information, i.e., just the dimensions like below. Include the remaining cells, even if the data is blank.
- You can only copy full coding lines once per invoice. Coding already on the invoice would be overwritten. Individual columns you can mix and match.
- Tax groups, accrual codes, and intercompany codes are case sensitive.
- When copying full rows, the dimensions will follow the copied values as is. This means any blank cells will be imported as empty values.
- To use project default coding, you can copy over just the first column with project numbers.