How to import daily activity data via a template?

Modified on Tue, 5 May at 2:41 PM

Daily Activity Data can be imported using an excel template, if a user prefers to manually key in the numbers, and then import a file into the Daily Activity page. 


To import your Daily Activity using a template, follow the steps below: 


 

1. Navigate to Accounting > Daily Activity Entry, and select the correct hotel and date of entry. 

2. Click on the triple-dot menu in the top right of the page and select Import with Template.


3. Click on Download Template button to download the Template file. The file will contain all fields that are included in your Daily Activity Entry page. 



4. Enter values for items in the Green Highlighted cells



5. Return to the Import page and Browse, or drag and drop your completed file.




6. Click Import



7. Review the Daily Activity Entry that populated and Complete Entry


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