Requirements for Dat Lite

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SQL data types and character length accepted for upload into the SQL database

[VendorNo] NVARCHAR (50)
[VendorName] NVARCHAR (50)
[Reference] NVARCHAR (50)
[DocDate] DATE
[Amount] MONEY

NVARCHAR datatype accepts both letters and numbers within the field and stores them in unicode format

Vendor number and vendor name uploads

Upload Vendor

Note: Vendor uploads require the same adherance to order and naming on the header row

Requirements for Uploading Invoice Information

The program works by analysing and comparing invoice history against current bills to be paid. The invoice item table should contain at least 2 years of invoice history as well as current unpaid bills. The open item table should comprise soley of unpaid bills.

Upload data requirements

Header Naming

The upload function checks the sheet column names and column order prior to upload. The column names can be customised and stored within the setup configuration prior to upload

Additional validation of upload data:

  • Checks for missing values in all fields
  • Identifies any additional or missing columns which may be due to import errors separating the data
  • Checks for non-dates in the date field
  • Checks for text or date values in the amount column 

Sample upload sheet

Sample upload

Note: The above sample data is fictitious and not intended to represent any known business or organisation 

Important considerations

  • Keep data uploads to a minimum (recommend < 100K rows at a time) for optimum performance and to prevent issues with Excel
  • Do not close Excel while the tool is in operation, wait for the operation to complete, the database connection will timeout if there is an issue