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Importing Owner Charges in TOPS [ONE]

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Description 

The AR Charges function gives you the ability apply charges to your owners’ accounts. The following steps will walk you through importing owner charges.

 

Step-by-Step

Click Accounts Receivable then 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… (AR_Select_Files.png)

Locate the .csv file, or, click Download a Sample to download the import template.

Finally, click on Open (AR_Open.png).

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.

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