Goal:
- Creating sub Chart of Account Codes for importing
The following articles outline how to properly create a CSV file for sub-account codes for importing into Procurify. This article is designed to supplement the article How to Import Account Codes.
Steps:
If you have Sub-codes, you must create an entry for the parent account code first.
The parent code entry must appear above the sub-Account Code in a csv.
Here is an example of a parent Account and multiple sub Account Codes:
Tips!
- Procurify only supports 2-tiered account codes. If you have more than two tiers, consolidate the structure into a two-tiered system.
- We recommend limiting Account Codes descriptions to 40 characters. Longer descriptions may be cut off in display fields.