Import GL Coding Rules

Target Company:

You do not have permission to import data.

Rule Identification

Field Property	RULE NAME	PRIORITY	ACTIVE
Required	Yes	No	Yes
Max Length	120	-	-
Description	Unique rule name	Higher numbers run first	TRUE / FALSE

Match Criteria

Field Property	VENDOR ID	VENDOR CATEGORY	DESCRIPTION KEYWORDS	MIN AMOUNT	MAX AMOUNT
Required	No	No	No	No	No
Max Length	50	100	255	-	-
Description	ERP vendor id	Vendor grouping	Comma-separated keywords	Numeric minimum	Numeric maximum

Target Coding

Field Property	GL ACCOUNT	DEPARTMENT	PROJECT	CLASS	LOCATION
Required	Yes	No	No	No	No
Max Length	50	50	50	50	50
Description	Target account code or id	Optional target department	Optional target project	Optional target class	Optional target location

Header Row: The first row of your file must be the Header Row containing EXACT column names (Uppercase).

Column Order: Columns in your CSV can be in any order.

Special Characters: If a value contains special characters, enclose it in double quotes.