- 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. Required columns in the import template are Column A - Account Code, Column B, Account Description. To link an Account Code to a Location and Department, use Column G- Location and Column H - Department. You can also use the keyword **ALL** in columns A, B and C to assign all Account Codes to all Locations and Departments.