Creating Your Own Templates

See getting started for a general guide on how to create your own spreadsheets for entering receipts.

Spreadsheet Design

You should first decide whether you want to enter a single receipt transaction or multiple receipt transactions per spreadsheet.

A single receipt sheet should have the transaction number, supplier number as a single cells, normally at the top of the sheet.

Spreadsheet design image 1

A multiple receipt sheet should have all header detail ranges as a column of cells. All header detail and detail ranges must have the same number of cells.

Spreadsheet design image 2

To use the browse facility, you must use the "Add Browse" option to activate this for the sheet.