How to import the Invoice Receipts?
Watch the steps. (1:26 Min)
Or, follow the steps below:
- Logon to LegalXGen
- Go to Accounts >> Receipts
- On the top right you’ll Import Button. Click on it.
- You’ll see a new window to facilitate the Import. You may download the pre-defined template or simply upload your own excel.
- Once you upload the excel you need to map your excel fields with the application fields.
- Once done the mapping click on Import button to import your data
- You should receive an email stating the status of your data import.