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It often happens that users as part of a package that offers the possibility to add several companies to the account in the system, create each of the companies in a separate account (which is a separately paid option).

Export of file with documents

In order to transfer documents from a separate account, at the beginning you need to export invoices to the xls. Having the XLS file ready, you need to import it to the appropriate department/company on your account paid in the system.

NOTE. Sample invoice import file can be found in Settings> Import> Import invoices> (blue window) See exemplary import file.  

Preparing a file for import

Before you import invoices to a specific department/company, you should prepare the .xls file.

Open it as a .xls document and add the Department column at the end.

Import of documents

You are to import the xls file; go to Settings> Import> Import invoices, select Income and select Choose file.

Then you can adjust the information about the department in the second step of import, selecting department_id from the drop-down list.