Import Account Numbers
Import feature to upload a CSV file of new account numbers. This is allowed in the original/preliminary budget upload (to automatically add new accounts), but when we get new codes throughout the year, especially grants, we have to manually add each new account number.
3
votes

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Thank you for submitting the product idea!
Could you expand upon the circumstances the budget import would not satisfy the importing of new account numbers?
Thank you!
Erik O.