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  1. Account Codes
  • December 22, 2022 21:40
  • Updated

Can I link account codes and departments in bulk?

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.

 

Answer:

Yes, it is possible to link Account Codes and Departments in bulk. Use the Budget Import template. 

  1. Download the Budget Import template found in Settings 
  2. Export your Budgets
  3. Export your Account Codes
  4. Copy/paste your Budget information & Account Codes to the import template
  5. 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.
  6. Once the import template is filled in you can import the file.

 

 

Additional Information:

  • Review the following article for detailed instructions on how to import Budgets
  • This option only works with Legacy Budgets and not Flexible Spending Budgets
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