COA Builder Download Import Template

Owned by Knowledge Assistant
May 09, 2022
1 min read





Description of Issue

Need directions for downloading import templates for COA Builder.



Context

  • COA Builder

  • QuickcStart

  • Chart of Accounts Builder

  • Import Templates



Cause

Updates to COA Builder change formats and add/remove columns to import files.



Resolution

In COA Builder you can download Import Templates for Funds, Segments, Orgs, Objects, Projects, Accounts, Character Codes, Roll Up Codes, Due to/Due From, and Cross Reference.

On the bottom of the screen where the Import Template is needed:

  1. Click on Import

  2. Click Download template



Additional Information