Importing Hacienda XML and bills from files
Hacienda XML documents (single or in a ZIP) are imported from Import bills or from Reception and land in the reception inbox to be accepted; a CSV or Excel file creates one bill per row.
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Steps
In Purchases → Bills open Import bills (it takes CSV, Excel or XML) or, in Reception, use Upload XMLs.
Drag the files or click to pick them. Hacienda XML files (or a ZIP with several) go straight to the reception inbox; a CSV or Excel shows the preview with Rows, Valid and Errors.
From each XML Tario takes the vendor (creating it if needed), the number, the key, the lines with their CABYS, VAT and amounts, and the currency with its exchange rate.
An XML whose key is already in Tario is recognized as a duplicate and not created again.
Review and accept or reject each document in Reception; once accepted it shows in Bills with its creditable VAT.
For a CSV or Excel, confirm with Create bills; rows with errors are shown with their reason and are not created.
Tips
- The easiest way is to upload nothing: forward your suppliers' e-mails to the reception address and the XML files arrive by themselves.
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