Tag: Expense

Scenario Create multiple file CSV Import to update the Class field value on Expense Line under Vendor Bills Solution Create a CSV Import file: Primary File Internal ID Expense File Internal ID Line ID Class Expense Category Navigate to Setup > Import/Export > Import CSV Records Import Type = Transactions Record Type = Vendor Bill/Supplier Bill Select Multiple files to upload Primary File – Vendor… Continue reading CSV Import-To update the Class field value on Expense Line under Vendor Bills