📊 Do you want to monitor the payment of your supplier invoices and/or your short and medium term customer demands? Good news: it is possible to import these pending invoices directly from your accounting software into Agicap ! 🎉

▶ How do I set up the import function in my Agicap account?

First of all, we will need an export of your pending supplier invoices and/or customer receivables in Excel format and the name of your accounting software (the most popular ones being CEGID, Sage, etc.). Do not hesitate to send us your export directly on the chat at the bottom right of the screen. The export must contain all the information necessary for the import: invoice title, invoice date, payment date, lettering status, amount, etc.

▶ How do I import my accounting data and update my forecast?

Once your account is set up by our team, you can import your accounting data by going to the Expected tab in the blue banner. Then click on the Import button in the right hand corner and select the file you want to import from your computer (as shown in the video below).

Repeat this action each time you want to update your forecast. 🚀

💡 Good to know: there is no need to change the initial export file, send it to us as is, we'll take care of it 💪. The purpose being to avoid you wasting time on editing the file.

💡💡 Good to know: Make sure you always export the same format from your accounting software.