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GLCode/Account Import

Overview

This file allows the import of a list of accounts from a standard Comma Delimited file into the RMS system.

 

You must be able to provide a CSV file in the format as indicated below. It may be necessary to seek technical advice in order to create your file in the format that RMS requires.

 

Sample File - accounts.csv

Important InformationEdit section

  • The file to be imported must be in a comma delimited CSV format.
  • The name of the file must be accounts.csv
  • Microsoft Excel is able to save using a CSV format that should match these requirements.
  • The fields within this file must not contain commas
  • RMS is able to determine whether the first record is a header record or not, thus it is not necessary to strip the header record (field names) prior to the import

Field Order - All fields must not contain commasEdit section

Order Field Name Field Type Required Unique Max Characters RMS Equivalent
1 GLCode Alpha Numeric Y Y 30 G/L Acc Code
2 ShortDesc Alpha Numeric N N 33 Description
3 LongDesc Alpha Numeric N N 4000 Long Description
4 AccomRev Y or N N N 1

Include in Accommodation Revenue for Reporting

RMS Setup Screen for new G/L Acc Codes

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Last modified
15:46, 30 Oct 2014

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