Importing Chart of Accounts or Suppliers

Importing Chart of Accounts or Suppliers

If you would like your chart of accounts or suppliers uploaded into your PO book you will need to download the import file, to do this go to Admin > Import.

Once you have been provided with the import document you will need to send this over to support@sargent-disc.com with the project name you would like this imported into. 

*Note, this request must come from the Project Admin.

Sargent-Disc will then upload the chart of accounts / suppliers into the requested project.


If at any point you would like to add additional account codes/ additional suppliers into the system i.e. an extra 5 suppliers then the admin of the DPO project can do this by going to Admin > Supplier / Admin > Chart of Accounts.