Importing with Excel files

Importing with Excel files

Easily import your customer and product data into PERIFACT! Already have a list of customers or products in another program? No problem! PERIFACT offers a handy import feature that allows you to easily transfer this data to your PERIFACT environment....

Help import

There are 2 types of files that can be read in through the IMPORT function, namely EXCEL or CSV files. The recommendation is for EXCEL files because here a better control is possible of what and how everything is brought in. Click on the button for more...

Help expenses

Cost center: A cost center is used in accounting to group or refine a particular cost type. These are categories created by you. A cost center is not mandatory. But it makes it easy for you to later identify the various expenses...
Help product management

Help product management

PRODUCT MANAGEMENT – HELP Unit: A new unit invented by you can simply be entered here and will be automatically saved for reuse. You can also manage units in the SETTINGS – EXTRA screen. Product Group: Entering a product group is not...
Help Settings BASIC

Help Settings BASIC

PERIFACT Main Menu SETTINGS - BASIC, tab [Extras] Convert to including or excluding VAT When creating a contact, you determine PRIVATE or BUSINESS use, i.e., the total of an invoice line will then be displayed including or excluding VAT, respectively...