Question:
- Is there a way to create the link between departments and account codes en masse? Opening each Account Code via the Manage Chart of Accounts is very time-consuming.
- Only for Legacy Budget Customers
The following article pertains to Legacy Budgets. See this article for how to identify which version of budgets your domain is currently using. If you wish to upgrade from Legacy Budgets to Flexible Budgets, please reach out to a Procurify representative.
Answer:
Yes, it is possible to link Account Codes and Departments in bulk. Use the Budget Import template.
- Download the Budget Import template found in Settings
- Export your Budgets
- Export your Account Codes
- Copy/paste your Budget information & Account Codes to the import template
- Use the keyword UPDATE in the Action on Duplicate column
You can also use the keyword **ALL** in columns A, B, and C to assign all Account Codes to all Locations and Departments. - Once the import template is filled in you can import the file.