We are updating our COA via CSV; however, I don't see the "SUMMARY" field available on the CSV mapping. I know the field name is "issummary", but I don't see that either.
• Am I missing anything?
• Have you ever come across this issue?
Thank you in advance.
n
Neil Trigg
06/24/2024, 5:50 PM
It's not available to be mapped on CSV if I recall correctly, will need to be added manually
m
mescalante
06/24/2024, 5:52 PM
I had to change 89 accounts by hand in SB.
I was hoping to find a way to automate this in PROD.
Thank you for the info.
m
Marc
06/24/2024, 8:12 PM
Import just summary account or flag the account with custom checkbox by csv
Use schedule WF to check summary account based on saved account search
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m
mescalante
06/25/2024, 4:41 AM
That's a great work around.
I appreciate the info.