Upload Transaction Codes

Debbie Jackson
Debbie Jackson
Second Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

Can you upload a set of transactions codes? I have about 100 codes I need to get in as transaction codes and I don't want to key each one. Thanks

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Debbie Jackson
    Not directly. But notice when you do a journal entry import, on the setup of the import there is a button you can mark that says when importing and using values that would pull from a table : If they entry doesn't exist, FE should add that new entry to the table. So you could do a JE import , have a column for the transaction codes, and add the new values. Then delete the JE and the new entries will still be in the table. One way I would make sure the JE couldn't be posted, is make sure it's out of balance, so use the same line for account and the value, just pick either debit in every line. That way the whole JE is out of balance and couldn't validate. For the purpose of the new table entires though it should work perfectly.

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