- Is there a way to create the link between departments and account codes en masse? Opening each Account Code via Manage Chart of Accounts is very time-consuming.
Use the Budget Import template and only fill out the required columns. Required columns in the import template are Column A - Account Code, Column B - Location Name, and Column C - Department Name. Only importing a Budget with the required columns, links the account code to the department.
- If you are actively tracking the budget, fill out the rest of the columns as well. Leave the Action on Duplicate column blank if it's a new Account Code.