Autopost is the program used to upload a csv full of transactions into Proclaim without you needing to post them individually.
The csv must be in a set format correct for each transaction type
To view the available transaction types and required formats please view this Autopost Document .
Once you have your csv set up, with no headers and in the correct format for the posting type required then follow the below:
On the Main Menu select Auto Post, this is found in Proclaim Accounts, Posting, Auto Post
Select the required transaction type code in the top left corner.
Click the Load Text Files button.
Browse to the location you have saved your csv and select it.
You can update the bank code and Payment by fields for all the transactions in the spreadsheet by selecting what you wish to update to in the drop downs then clicking update. You do not need to do this though.
The spreadsheet will now load into the screen and anything that the system is unable to automatically post will be highlighted red. These rows have errors.
At the bottom Centre you can select to either just create the Batch which will create the batch but leave it sat unposted in general postings so you can review it in there.
You can just select Create and Process Batch if you just wish to post the batch immediately.
Now click Process.
The batch will now either be posted or sat in General Postings as an unposted batch to the right of the batch selection screen.
NB
BRN is not available as a posting type in the Autopost program, you could do a BPN posting as a minus value to get the desired result.
Also the amount field needs to be under a general format rather than a monetary value.
Also if you are doing any postings that require VAT the VAT code is NOT used in the calculation of the VAT box. The Net, VAT and Gross figure MUST be entered.
When doing this for the first time in Auto post we would suggest creating a single line, then check the imported column and create a Batch Only not to post the transaction.
This allows you to check the details in General Postings, then it can be posted.