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Pasting Excel Forms/Templates into Eclipse

Owned by Hilary Hawkins (Deactivated)
Last updated: 27 Jan 2023 by Kai Andras
7 min read

You can paste Excel worksheets directly into Eclipse, available templates are located https://tphglobal.atlassian.net/wiki/spaces/TPHCS/pages/1689813121 .  Below are the instructions for pasting the templates into Eclipse.  There are two types of templates, Forms or Export Templates, both have different methods for importing.

 


Forms

Petty Cash Form

1. Highlight the entire worksheet, and right-click and select Copy (or CNTRL + C)

2. In the Unposted Petty Cash window, right-click in the white area and select Paste PC Form

 

Journal Entry Form

1. Highlight the entire worksheet, and right-click and select Copy (or CNTRL + C)

2. In the Unposted Journal List window, right-click in the white area and select Paste Journal Form

 

Cheque Requisition Form

  1. Highlight the entire worksheet, and right-click and select Copy (or CNTRL + C)

2. In the Unposted Invoice List window, right-click in the white area and select Paste Cheque Request

 

Export Templates

All other imports are direct exports from Eclipse entry windows and can be pasted back into the windows they came from.  Below are some examples, the main thing to remember is to only highlight the data columns and rows and use the standard Paste option.

Budget Worksheet

1. Highlight the data rows, right-click and select Copy (or CTRL + C).

  • Do not copy the header or footer rows, only the data rows.

  • Copy from Column A to Column Q.

2. In the Budget Worksheet window, right-click in the white area and select Paste

 

Chart of Accounts

See https://tphglobal.atlassian.net/wiki/spaces/TPHCS/pages/1690370149 for more detailed instructions on account formats and amending chart of accounts in Excel.

 

1. Highlight the data rows, right-click and select Copy (or CTRL + C).

  • Do not copy the header or footer rows, only the data rows.

  • Copy from column A to column L.

 

2. In the Chart of Accounts window, right-click on any account and select Paste.

 

 

Invoice Transaction Lines

You can insert new transaction lines into an Invoice or you can update existing transaction lines from an Invoice by right-clicking the line and selecting Excel when inside Invoice Entry window. You can then follow one of the below actions:

 

Inserting new invoice lines:

  • in Excel, highlight the data rows, and right-click and select Copy (or CNTRL + C). Do not copy the header or footer rows, only the data rows.

  • Make sure that the LINE (AA) and TRAN (AB) columns are both blank as Eclipse will populate these on your paste in.

 

Inserting the same invoice line into multiple different invoices:

  • In Excel, highlight the data rows, and right-click and select Copy (or CNTRL + C). Do not copy the header or footer rows, only the data rows.

  • Make sure that the LINE (AA) is blank. Eclipse will populate these on your paste in.

  • The TRAN (AB) column is populated with the invoice transaction number you want to paste these lines into.

 

Editing existing invoice lines:

  • In Excel, highlight the data rows, and right-click and select Copy (or CNTRL + C). Do not copy the header or footer rows, only the data rows.

  • Do not change the LINE (AA) or TRAN (AB) columns as these are used to update the existing records when pasting the sheet back in.

 

When pasting back into Eclipse in the Invoice entry window, right-click in the white area and select Paste to insert or update your transaction lines.

  • Make sure to only paste in Columns A to AB and do not paste in any header or footer rows.

 

Petty Cash Transaction Lines

You can insert new transaction lines into a Petty Cash or you can update existing transaction lines from a Petty Cash by right-clicking the line and selecting Excel when inside Invoice Entry window. You can then follow one of the below actions:

 

Inserting new petty cash lines:

  • In Excel, highlight the data rows, and right-click and select Copy (or CNTRL + C). Do not copy the header or footer rows, only the data rows.

  • Make sure that the LINE (O) and TRAN (P) columns are both blank as Eclipse will populate these on your paste in.

 

Inserting the same line into multiple different petty cash transactions:

  • In Excel, highlight the data rows, and right-click and select Copy (or CNTRL + C). Do not copy the header or footer rows, only the data rows.

  • Make sure that the LINE (O) is blank. Eclipse will populate these on your paste in.

  • The TRAN (P) column is populated with the petty cash transaction number you want to paste these lines into.

 

Editing existing petty cash lines:

  • In Excel, highlight the data rows, and right-click and select Copy (or CNTRL + C). Do not copy the header or footer rows, only the data rows.

  • Do not change the LINE (O) or TRAN (P) columns as these are used to update the existing records when pasting the sheet back in.

 

When pasting back into Eclipse in the Invoice entry window, right-click in the white area and select Paste to insert or update your transaction lines.

  • Make sure to only paste in Columns A to Q and do not paste in any header or footer rows.

 

Purchase Order Transaction Lines

You can insert new transaction lines into a PO or you can export existing transaction lines from a PO by right-clicking the line and selecting Excel when inside PO Entry window.

 

If you are using the template to insert new lines:

  • In Excel, highlight the data rows, and right-click and select Copy (or CNTRL + C). Do not copy the header or footer rows, only the data rows.

  • Make sure that the LINE (Y) and TRAN (Z) columns are blank as Eclipse will populate these on your paste in.

 

If you are using the template to edit existing PO lines:

  • In Excel, highlight the data rows, and right-click and select Copy (or CNTRL + C). Do not copy the header or footer rows, only the data rows.

  • Do not change the LINE (Y) or TRAN (Z) columns as these are used to update the existing records when pasting the sheet back in.

When pasting back into Eclipse in the PO entry window, right-click in the white area and select Paste to insert or update your transaction lines.

  • Make sure to only paste in Columns A to Z and do not paste in any header or footer rows.

 

 

Journal Transaction Lines

You can insert new transaction lines into a Journal batch or you can export existing transaction lines from a Journal batch by right-clicking the lines and selecting Excel when inside the Journal Entry window.

 

If you are using the template to insert new lines:

  • Highlight the data rows, and right-click and select Copy (or CNTRL + C). Do not copy the header or footer rows, only the data rows.

  • Make sure that the TRAN (N), LINE (O) and BATCH (P) columns are blank as Eclipse will populate these on your paste in.

 

If you are using the template to edit existing Journal lines:

  • Highlight the data rows, and right-click and select Copy (or CNTRL + C). Do not copy the header or footer rows, only the data rows.

  • Do not change the TRAN (N), LINE (O) and BATCH (P) columns as these are used to update the existing records when pasting the sheet back in.

 

When pasting back into Eclipse in the Journal entry window, right-click in the white area and select Paste to insert or update your transaction lines.

  • Make sure to only paste in Columns A to T and do not paste in any header or footer rows.