Upload Chart of Accounts
Explanation of Fields
Field Name | Description | Format | Example |
|---|---|---|---|
Code Required | Unique code for the associated Account Segment | Characters | 100 |
Name Required | Display name for the Account Segment | Characters | General Fund |
Type Required | Category for the given Account Segment | Characters | Funds |
Updates to the Chart of Accounts in Manage will not sync to your ERP. If you need to modify your chart of accounts, make the updates in your ERP and then in Manage.