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