Imports

The transfer of data from external sources is crucial for maintaining accurate and up-to-date financial records. The Import documents show the imports that have taken place.

Note

To view the legacy version, please select Legacy User Guide.

How to view Imports

Viewing Imports

As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Imports from the Data Upload folder or enter Imports in the Search option.

This will then show the Imports on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select option on the right of the column display, then tick/untick the information you want to hide or display.

Selecting an individual document will show further details for the particular import.

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Updated August 2026