Help centre · Accounts
Can I import our supplier credit lines from a spreadsheet?
Open this screen in Saral/accounts/credit-control
Yes — Import from template on Credit & performance loads a workbook of credit lines. Find credit emails looks each line's credit contact up in the Email Hub.
Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.