nkhatri
01/31/2025, 8:58 PMCeligo AI
01/31/2025, 8:58 PMAI generated answer (using internal Slack threads):****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ****** Based on the conversations, it seems that you are trying to update some custom fields via CSV import but not the Amount or Department in an Expense Report. Here are some points to consider: 1. When updating fields via CSV import, make sure the 'Overwrite Missing Fields' option is checked. This is found in Step 2 of the Import Options under the Advanced Options drop-down. This allows you to leave the fields on the CSV blank, effectively nullifying them if needed. 2. If you are trying to update fields that do not appear in the CSV import field mapping, it might be that these fields are not applicable for CSV Import. For example, the Customer/Vendor Return Variance Account fields are not applicable for CSV Import but are available for Mass Update (General > Item > Inventory). 3. If you are trying to update line fields such as Departments on open transactions (Estimate/Sales Order) via CSV and it's not working, it might be necessary to use a script to achieve this. Remember to always double-check your CSV file and the fields you are trying to update to ensure they are correctly mapped and the data is in the correct format.
Celigo AI
01/31/2025, 8:59 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828906834
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81857866
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818044543
Celigo AI
01/31/2025, 8:59 PM