Question

How to Reclassify Transactions Using an Import Scenario?

  • 7 September 2023
  • 1 reply
  • 31 views

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Hi all.

 

Does anyone know how to reclassify transactions using an import scenario? Your help will be much appreciated, thank you.

 

Regards.


1 reply

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Hello Novstat,

I’m not sure it’s possible to import Reclassifications.  We can import into profile screens, preferences screens, transactions screens… in my experience, importing to Process screens has been tricky. Sometimes it’s because processes use more than one screen and we can’t import to mutiple screens at one time.  I hope you are more successful than I.

Did you notice this previous post about the same topic?

Laura

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