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Load Accounts Payable data

You can add Accounts Payable data in two ways:

  1. Add records manually

  2. Upload records using a file

Before you begin

To simplify file uploads and ensure correct field mapping, Yarken provides templates in:

Admin → Data Dictionary

Search for the required dataset, such as:

  • Invoices

  • Purchase Orders

  • Contracts

Each template includes predefined columns aligned with application fields. Download the template, populate it with your data, and upload it directly.

Supported file formats:

  • .xlsx

  • .csv

Access Accounts Payable

  1. Go to Admin → Yarken Designer.

  2. In the left navigation, expand Accounts Payable.

  3. Select the dataset:

    • Invoices

    • Purchase Orders

    • Contracts

Each dataset includes tabs for the main records, uploaded files, and upload rules.

Option 1: Add records manually

Use this option when you need to add a small number of records or quickly update individual entries.

Procedure

  1. Select the required Accounts Payable dataset.

  2. Click + ADD NEW.

  3. Enter the required field values.

  4. Add optional relationship fields, such as Vendor, Cost Center, Account, Contract, or Purchase Order, where applicable.

  5. Click SAVE.

After saving, the record appears in the selected dataset list.

Option 2: Upload records using a file

Use this option when loading or updating a larger volume of Accounts Payable records.

Procedure

  1. Select the required Accounts Payable dataset.

  2. Click UPLOAD.

  3. Browse or drag and drop the file.

  4. Review the uploaded data.

  5. Click NEXT.

  6. Validate field mapping:

    • If the file follows the Data Dictionary template, required fields are auto-mapped.

    • If required fields are not mapped, select the correct fields manually.

  7. If the file contains date fields, select the Date Format that matches the dates in your file. The selected format applies to this upload and can override the default date format configured for your Yarken environment.

  8. Click FINISH to complete the upload.

After uploading, review file status, loaded records, and mapped fields under the UPLOADED FILES tab.

Related content

Manage Accounts Payable records