How do I import transactions into WinEUR?

1. From the global menu of the selected company, open the import/export submenu and select "Import entries with column selection".

2. Configure or verify the configuration:

1. Select the file (via GIT cloud, you will need to add the file to the directory)
2. Select Text file with tab separators (number 9).
3. Indicate "First line to import": 2
4. Select the option to renumber documents and "Last part used + 1". ⚠️ You must have configured the document numbers beforehand, if you have not already done so (see FAQ here).
5. Select the columns in the file in the following order
   
   
   1. (A) For accounts in the same currency as the chart of account:
      1. Date
      2. Document
      3. Account code
      4. Account currency
      5. Entry description 1
      6. Entre description 2
      7. Amount in original currency
      8. Amount in reference currency
      9. Tax code
   2. (B) For accounts in a different (foreign) currency:
      
      1. Date
      2. Document
      3. Account code
      4. Account currency
      5. Entry description
      6. Entre description
      7. Amount in original currency
      8. Broken-down Tax codes
6. Click on the "Settings" button in the top right corner.

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3. Under "Options", check that the selected date separator is "Minus sign" and the date format is "Year Month Day". Click "OK".

4. Click on "Check" (number 1 in the screenshot below); no errors should be displayed. If errors are displayed, check your configuration in the previous steps. Contact GIT or Sway Finance support if the error persists.

5. Then click on "Run" (number 2 in the screenshot below). The transactions are imported.

6. From the main menu, you can click on "Entry of entries" to view the imported entries.