Create Providers - Excel 

1. Go to Add data. 

2. Select Import Provider from Excel.

3. Download Template. 

4. Fill the Providers information and save the Template.

5. Return to the program and drop the file to import it. 

6. Select the Providers sheet and press Import. 

7. If you wish to review the information you can press View otherwise, you may Continue. 

Create Invoice

1. Go to Add Data.

2. Select Import Invoice from Excel. 

3. Download the Template and fill it with the invoices information.

4. Once the file is ready, return to the program and drop the file.

5. Select the Import Detail sheet and press Import. 

You will see a summary of the imported invoices.

If you would like assistance or need more information, please feel free to write to us at support@cegsoft.com or open a ticket at support.experttax.com/#help and we will assign a technical support staff to contact you as soon as possible.