Customer Cash Receipt Entry - Detail - Import From Excel field descriptions

Details

File To Import
Click File to navigate to the Excel file on your local system or shared network.
Max Lines
Specify the maximum number of records to be processed in the import. The default value is 1000.

Options

Auto Apply Credits Based on Invoice #
Select this check box to consider only the credits when you submit the imported files. The credits refer to the negative amounts.
Note: This option is disabled when the View Credits With Invoices check box is set to cleared in the Totals pane.
Auto Apply Invoices Based on Invoice #
Select this check box to consider only the payments when you submit the imported files. The payments refer to the positive amounts.
Auto Apply Unapplied Cash Based on Amount
Select this check box to consider only the amounts for which the invoice number is not available, when you submit the imported files.
Note: This option is disabled when the View Credits With Invoices check box is set to cleared in the Totals pane.
Set Paid In Full When Invoice # And Amount Matches
Select this check box to set the Paid In Full check box to checked, on the Transactions tab of the Customer Cash Receipt Entry details screen, when the Apply Amount is equal to the Invoice Amount for an invoice.