Description of Issue
Is there a way to import cross reference (X-Reference) Accounts into the system?
Context
- Account X-Reference
- Account Import
- Version 2017.3 and higher
Cause
Site is missing cross reference accounts.
Resolution
To import cross reference accounts, the Account Import program can be used.
Financials > General Ledger Menu > Setup/Chart of Accounts > Account Import
This process will work for both existing accounts as well as new accounts in the system. Make sure to update the headers for Columns A through G to match your site's Chart of Accounts. Use General Ledger Settings - Segment Sizes tab for the full listing.
Additional Information
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