How to link Account Codes to Locations & Departments

The following article pertains to Flexible Budgets. See this article for how to identify which version of budgets your domain is currently using.

Steps:

The following steps can only be completed by a superuser or a user with customized access to Import Data Settings.

1. Download the template by going to Settings -> Import Data

2. Under Chart of Accounts and Budget Categories, click the Download template file next to  Link Account Codes to Organizational Categories
3. Fill in the CSV import template.

If this is your first time linking:

Fill out the following required fields

1. 1. Account code. Use **ALL** for to select all active account codes.
   2. Location Name. Use **ALL** for all active locations
   3. Department Name. Use **ALL** for all active departments at the location

Leave the "Action on Duplicate" column empty for first time filling 

To update linking:

Leave the Action on Duplicate column blank and fill in the row account code and departments as applicable.
You can use the keyword **ALL** in columns A, B, and C to assign all Account Codes to all Locations and Departments.

To delete Linking:

Fill out location, department, and Account Code Fields

Use the keyword UNLINK in the Action on Duplicate column

To import .csv file:

1. Download the template by going to Settings -> Import Data

2. Under Chart of Accounts and Budget Categories, click Import CSV File