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Description of Issue

Version 2019.1 and higher Account Import template

Context

Account Import

Cause


Resolution

To generate an account import template please follow the steps below. This function is only available in versions 2019.1 and above.

Munis> Financials > General Ledger Menu > Setup Chart of Accounts > Account Import

  1. Click Create Template in the ribbon
  2. Ensure that all boxes are checked
  3. Click Accept

The generated Excel file can be used to import new accounts into Enterprise ERP.

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