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CSV import of G/L and subledger accounts and posting records (batch)

Updated over 2 months ago

If you want to import several files of the same type, you can do this in a batch.

Start a new import via Add. You can give the import a name under (1). Then select the appropriate template for the column configuration under (2). As the templates are user-specific, make sure that the importing user has a corresponding template.

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Drag 'n' drop the files to (3) and upload them to your client using Upload (4). The files can then be seen in the lower area. Now start the processing via Start batch import (5).

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