Floorplan Interest Import

Floorplan interest can be imported into the Infinity program.

Note: Requires an .xls file

1. Open the accounting module.
2. Choose the Tools menu in the upper left of the screen.
3. Select the Import Floorplan Interest option. This will open the floorplan interest import screen.

4. Select the floorplan entity. You can use the button with the ellipsis or three dots to open a search.
5. Enter the file location. You can use the button with the ellipsis or three dots to open a Windows navigation box to find and choose the file.
6. Enter the column that contains the stock numbers.
7. Enter the column that contains the interest payable amount.
8. Enter the GL account for interest payable. You can use the button with the ellipsis or three dots to open a search.
9. Select the company to which you wish to apply the change.
10. Select the profit center to which you wish to apply the change.
11. If you wish to apply this update to a single department, choose the department.
12. Select the Journal that you wish these transactions to be applied to.
13. Optionally, you may enter a reference number to apply to the transactions.
14. Select the transaction date.
15. Enter the posting month and year.
16. Click to import the file. When complete, the transactions screen will open.

If any areas are shown in red, these contain errors and will need to be corrected.