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  1. Account Codes
  • January 19, 2023 23:38
  • Updated

How to link Account Codes to Locations & Departments

Goal:

  • [Jan 2023 - Natalia] created placeholder as per education request
  • [Jan 2023 - Arthur] article published 
  • how to import account codes and link them to locations and departments by csv template

 

Steps:

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

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

 

Additional Information:

  • The **ALL** keyword needs to include double asterisks on both ends to be accepted in the import.
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