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How to Reclassify Transactions Using an Import Scenario?

  • 7 September 2023
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Userlevel 3
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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.

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Best answer by lbarker 3 May 2024, 07:34

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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

Userlevel 5
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I managed to do this.

I created a GI for where the Project Sub account is different to the GL trans (Stock issues) and an import scenario that uses the reclassification screen. 

The import gives an error and does not tick it was processed, but it does the reclassification anyway, so I  put it on an automation schedule to run.  The inquiry will refresh and exclude the previous reclassified transactions so its fine if the previous import run gave an error.

Attached for your reference.

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