Import Cross Reference Accounts

Owned by Knowledge Assistant
Sept 20, 2021
1 min read



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.

 How to use GL Account Import with PL V11.3+.docx



Additional Information