Import nominal account codes

TABLE OF CONTENTS

• Introduction
• Import Nominal Account codes

Introduction

You can import Nominal Account (General Ledger) codes from a CSV file directly into Engage. Users of Double First Accounts and FMS have their own import facility.

Import Nominal Account codes

Before you can import your Nominal Account codes you must Create a CSV file with two columns. The first column must be the Nominal Code and the second must be the description. Your columns must have a header row and no blank rows.

1. Go to Fees > Setup > Import Nominal Codes.
2. Select the CSV option from the Import From drop-down.
3. Select the Browse button and navigate to the location of your CSV file.
4. Double click to open the file.
5. The location will now appear in the Import File 1 field.
6. Save the select at the top of the screen to enable the Import button.
7. Select the Import button.
8. The imported codes will now be available to use.
9. Select None and Save to reset the screen.

For more information on working with the Nominal Codes see the Engage Fees Setup guide Import Nominal Codes and Nominal Codes sections.