Relation Classification

This article explains in detail how the relation classification template import file works. Please be advised that reading the relation classification data should only be done after the general relation data has already been imported into Qbil-Trade. The relation classification template file has columns that are generated based on relation data. Without this relation data, Qbil-Trade is not able to link the classification to the correct relation.

For general guidelines on importing root data, please refer to the step-by-step instructions in the article.

  • Select “Classification” in the drop-down.
The download and upload screen of a relation classification template
  • Download the template using the “Download Excel template” button. You can start adding your data to the downloaded template.

Column Legend #

Following is the column legend of the Relation Classification template.

  • company_name: This is a drop-down menu where you need to indicate to which company (relation) the classification relates.
  • grade: The grade of the relation as per the annual profit per year with the relation is entered in this column.
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Updated on November 12, 2024
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FAQ'S

Accounts and Financial

  • Unable to find invoice for export in current month

    Invoices are displayed on the export screen in a particular month. The month of the invoice is taken from the invoice date and not from another date, such as the due date.

    The invoice date is therefore leading in terms of month for export periods. For example: Invoice date 22-05-2022 and due date 15-06-2022. This invoice will appear in the export under the month May.