Importing your unpaid bills into Finofo is simple. First, make sure you can export the unpaid bills from your ERP or accounting software into a CSV file.
💡 Important Note: Need to convert your files to a CSV format? Click here!
How to get started?
To start, go to the ‘Imports’ section on the left toolbar of your homepage. Click on this option to go to the main imports page.
Here, you will find an option labeled ‘Bills.’ Select this option to open the import page.
Next, click on ‘Import Bills’ and get ready to upload the CSV file you downloaded from your accounting software or ERP.
After uploading the file, you will see a page where you can review the entries before importing them. You can come back to this screen even after you finish the process.
The table on this page will show details like the beneficiary, bill number, amount, bill date, and due date. It will also show if a bill is overdue or due soon, helping you plan your payments better.
💡 Tip
Need more help? Don’t hesitate to contact our support team at [email protected].