Mass Change Quick Keys and Account level descriptions
there needs to be a utility for mass changing quick Keys and Account level descriptions to the sofeware. Currently we did a mass change/merge and the quick keys and Account level descriptions did not merge.
2
votes
Bethney Richardson
shared this idea
Thank you for submitting the product idea!
We recently released PR 5548236 which added a utility which can update setup information, such as quick key, level, category, etc. for accounts.
This utility is located under Web Financial Management > Account Management > Account Master > Setup > Utilities > Import Account Setup.
You can use a .csv spreadsheet to import the information you need to update with this utility.
Thank you!
Erik O.