Importing Excel templates into Eclipse is a great timesaving device for data entry. There are two types of templates, Forms or Export Templates, and both have different methods for importing which we will discuss below. They can be used for:
- Petty Cash Form
- Journal Entry Form
- Cheque Requisition Form
- Petty Cash Fuel Entry (AU Only)
- Budget Worksheet
- Chart of Accounts
- Invoice Transactions
- Purchase Order Transactions
- Journal Transactions
As a TPH Global user, you can access all of these templates through your Service Desk login. We have setup templates for these imports to make it easier for you, and to ensure the import data headers are correct.
To access the Australian templates that include GST, use this link.
To access the UK templates, use this link.
In this example, we will look at the Petty Cash Form template and how to import it directly into Eclipse. The following covers the regular import of Petty Cash forms in the UK or Australia.
There is a specifically designed process and accompanying form that addresses transactions generated in the EU. To find out more about it, visit https://tphglobal.atlassian.net/servicedesk/customer/portal/3/article/1698234893.
To import information from an Excel Petty Cash Form, we recommend the following:
- Highlight the entire worksheet, and right-click and select Copy (or CTRL + C)
- In the Unposted Petty Cash window, right-click in the white area and select Paste PC Form
Join us on Youtube
To support our customers, we have a dedicated YouTube channel that demonstrates different processes. If you like to subscribe to our channel, click here.
Here is a link to a YouTube clip which shows how easy it is to import Petty Cash transactions into Eclipse using our Excel template. Simply click to play it.