Are there TEMPLATES we can use to import data from a spreadsheet into Cashiering processes?
Import templates which have been created for the Kuali Cashiering module:
These templates may be used to load data from a spreadsheet directly into KFS instead of manually entering each line. Each file is in csv format but can be opened using Excel. The top two rows must be deleted and the file saved as a 'csv file' before importing into KFS.
Creating your own eDoc templates: using a copy of a submitted document. Here are the steps:
If your documents are pretty much the same from day to day, you can set up a template for each edoc by
- Re-open any submitted document
- Click the “Copy” button at the bottom
- You now have a template and may change the values as needed for the new document
Categories: eDocs, Cashiering