How to use the Account Format PC/PO Template

Step 1: Copy entire completed template from excel spreadsheet. **TEMPLATES ATTACHED BELOW**


Step 2: Click the Enter PC icon or Enter PO Icon on the home page.


Step 3: Click GRAB CLIPBOARD while template is still highlighted in Excel.



Step 4: Information from the template will be filled in automatically.  The software will merge the 3 description fields from excel to create the description for each detail line.  After filling out all required fields highlighted in yellow, click SAVE.

NOTE: The cells in grey can be modified based on your project's chart of accounts.  These can be used as a quick reference for expense accounts.