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This page is currently being edited by {{ model.editingBy }}.SmartFusion Modules > Accounting > Fund Ledger > Accounts > Import New Accounts
Recent Changes:
6.213 Supplemental - Fixed an issue where blank Object Group codes were preventing data from being imported
6.207 - Initial CreationIntroduction
This process allows for the importing of new fund ledger accounts from an Excel spreadsheet.
Selection Criteria
Select Process - Print Only (default), Print and Update, Update Only (disabled for export)
Select .xls(x) filename - Import filename (disabled for export)
Export template for new accounts
Template export filename - Export filename (hidden for import)
Import File Format
Excel file format with the column descriptions as a header
1st column (A) - Account Number
2nd column (B) - (Account) Description
3rd column (C) - (Account) Type
1 Asset
2 Liability
3 Equity
4 Revenue
5 Cost of Revenue
6 Other Income
7 Expenditure
8 Other Financing Sources
9 Other Financing Uses
4th column (D) - (Account) Status
Header
Inactive
Master Account
Posting