We are updating our COA via CSV; however, I don't ...
# general
m
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
It's not available to be mapped on CSV if I recall correctly, will need to be added manually
m
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
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
That's a great work around. I appreciate the info.