Importing Owner Charges in TOPS [ONE]Follow
TOPS [One] Version 126.96.36.199, Revision 0, last updated 07-10-2017
The AR Charges function gives you the ability apply charges to your owners’ accounts. The following steps will walk you through importing owner charges.
- Click AR Accounts Receivable ().
- Click on AR Charges ().
- Click Actions () and select Import Owner Charges.
- On the pop-up screen, enter in the Post Date:
- Note: This will reflect the date that the charges are applied to the owners’ ledger as well as the GL.
- Click Select files… ()
- Locate the .csv file, or, click Download a Sample to download the import template.
- Finally, click on Open ().
- Note: Once you select the file, the program will attempt to import the select .csv file. It is recommended to enter in the Post Date before selecting the file.