This article contains instructions for importing and exporting coding rows on invoices in Edge.
You can import or export coding rows from/to an Excel file. When importing, you can append or overwrite the existing coding.
You can use the exported Excel file for easier editing of the coding rows.
With importing, you can easily import many coding rows so that you do not need to manually create the rows.
To export coding:
The coding is downloaded to your system as an Excel file.
To import coding:
The coding is imported and can be seen in the Coding section.
If your import was unsuccessful, your imported file may have been in the wrong format. Make sure to import an Excel spreadsheet with your coding information.
Pro tip: to get a template document in the correct format, first export your current coding from the invoice. Then add your new coding data to that file and re-import it to Basware P2P.