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Importing Customers

Bunny Express   ( User )

Commented 4 years ago

I imported all my clients to akaunting, but the form only permit that you can add some fields, the field of "Allow login" is not included in the form, and when I go to each client, there is no way that I can Update this field in order to give the permisions to the clientes to logg in to check all the invoices.

Can some one tell me how to solve the problem differnt that create all the clientes one by one ?

Bunny Express   ( User )

Commented 3 years ago

Can just help me in how I can upload a file with the customers but that they can access to the invoice portal ? Because I uploaded all the contacts, but they have no access. Maybe in the excel format there is any additional column that I can add it in order to solve the problem.

Paypal   ( User )

Commented 2 years ago

can anyone help me how to upload the xls file . i have created the file according to the requirements but still it is keep on loading.

Juan Torres   ( User )

Commented 2 years ago

This seems to be the problem with Akounting, if no one answers after so much time is not a good sign. Not even staff is aware... or maybe they are but don't care.
I am new here and faced same problem on test , so just imagine this type of problems in production.

After importing my customers, several hours passed and nothing hapepned, Dont know if I have to try again.

Can it be that Akounting forces you to buy support? I will not mind doing so but with such high prices you have to think twise.

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