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:

  1. Add the character code to indicate the Control type to the Excel template
  2. Save the ImportObjectsTemplate


Additional Information

COA Builder Template Dictionary

For assistance with how to download import templates go to COA Builder Download Import Template