COA Builder Use ImportObjectsTemplate to Add Control Type
Description of Issue
Is it possible to import Control Types into Object Codes in COA Builder?
Context
- Munis
- COA Builder
- QuickStart
- Chart of Accounts Builder
Cause
Control type is needed on Object Codes that are for Control Accounts. This can be done using the ImportObjectsTemplate for COA Builder.
Resolution
In the ImportObjectsTemplate:
- Add the character code to indicate the Control type to the Excel template
- Save the ImportObjectsTemplate
Additional Information
COA Builder Template Dictionary
For assistance with how to download import templates go to COA Builder Download Import Template