Transaction Import

Transaction Import

Overview

The AutoCount Import Transaction Plugin by iDynamics Software Sdn Bhd is designed to simplify and automate the process of importing various transaction types directly into AutoCount.

Supporting both CSV and Excel file formats, this plugin is a powerful tool for businesses that handle large volumes of transactional data. With flexible mapping configurations and comprehensive error handling, it ensures seamless data integration while minimizing manual data entry errors.

Suitable for industries such as courier services, FMCG, insurance, MLM, and hospitality, the plugin significantly improves operational efficiency.

Key Features
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Key Features

✅ Multi-Format Support

  • Import transactions from CSV or Excel files.

  • Supports multiple transaction types: Invoice, Credit Note, Debit Note, Purchase Invoice, and Purchase Return.

✅ Flexible Mapping Configuration

  • Custom mapping for Master and Detail tables.

  • Different mapping templates for various transaction types.

  • Supports mapping based on User-Defined Fields (UDF) for dependency tables (e.g., GST Tax Code, Project, Debtor Code).

✅ Smart Auto-Creation

  • Automatically creates missing Debtors, Items, Sales Agents, and Purchase Agents during import.

✅ Advanced Data Handling

  • Supports different delimiters for CSV files.

  • Ensures data integrity with absolute value conversion.

  • Automatically adjusts tax based on mapping and UDF settings.

✅ Error Handling & Duplicate Checking

  • Detects duplicate transactions.

  • Provides error messages with export and re-import capabilities for corrections.

  • Includes a file logger for error tracking and audit trails.

✅ User-Friendly Setup

  • Simple import/export mapping configuration.

  • Transaction filtering to exclude unwanted entries.

  • Scalable for high-volume transaction processing.

✅ Proven Implementation

  • Successfully implemented in over 20 companies across various industries.

  • Efficiently handles large transaction volumes, such as:

    • 7,000 bills (250,000 line transactions) monthly for a courier service.

    • 1,000 bills daily for F&N dealers and Coca-Cola distributors.


References