Importing Transaction Distribution Template CSV

You can use a Comma Separated Values (CSV) file to import a distribution template in the account.

To import a distribution template CSV:

1. Go to Setup > Accounting > Transaction Distribution Template CSV.

2. Click New Transaction Distribution Template CSV.

3. In the Name field, enter a name for your distribution template CSV.

4. From the Distribution Template CSV File list, select a CSV file.

   To import a CSV file from your local computer, click +.

5. Click Save.

Related Topics

• Transaction Distribution Templates
• Creating Distribution Templates
• Making a Copy of an Existing Distribution Template

General Notices