News & Updates
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Import old invoices using CSV
April 1, 2025
Often, when organizations initially migrate to JourneyCARE, they worry about the financial history that would be left behind in their old platform.
Now, you don't have to do that! If you have invoice data in a spreadsheet or CSV from another tool, you can bring that information into JourneyCARE in just a few clicks.
When importing, you will simply map the CSV columns to the JourneyCARE invoice fields (e.g. issue date, due date) and match any existing tax settings.
After the import completes, you'll receive an email summary that shows which invoices were successfully imported and which failed (along with reasons for any failures).
If you haven't designed a certificate lately in JourneyCARE, you'll want to pop in and take a look. Some new enhancements have rolled out in the builder that we think you're going to like. One of the big changes is that you can now customize the size of your Certificate, so if you want people to be able to print out the Certificate onto standard US letter-size or A4, now you can do that. But you'll also find zippy responsiveness and new design elements that you can use like shapes and icons. Check it out and let us know what you think!
This may seem like a tiny little update, but if you've ever run into th is limitation, you'll understand that it's a big deal. You can now display and calculate tax rates to four digits. This provides greater accuracy in your calculations. The change will be seen across the entire platform, including invoices, receipts, check-outs, and exports. It impacts only new transactions, not purchases made before this update.
