Help us improve

Update CSV imports for Projects

Currently anything imported via csv has no project number and that has to be added after each import by individually editing each transaction - very time consuming.
Likewise bank and paypal imports should allow a project number to be assigned on the import approval screen.
  • Nick Robinson
  • Jan 10 2017
  • Acknowledged
  • Attach files
  • George commented
    January 10, 2017 09:20

    I completely agree. Importing csv files is designed and used to save large amounts of time that would otherwise be spent entering data.

    I have a complex set of excel sheets that handle the separation of wages into the correct nominal accounts, with a breakdown for each project, yet I'm let down at the final stage and am forced to resort to projecting each line manually.

  • Christine Payne commented
    May 5, 2017 10:49

    Hi The imports I need to do will be in excess of 150 lines and it would not be possible to edit all of these lines this is such a simple thing not sure why this wasn't tested before release.  It took me 1 minute to find out this didn't work. 

  • Gravatar
  • Gravatar
  • Gravatar