Friday, December 21, 2018

CSV Import of Journal Entry > error: Lines with amortization templates must have a deferral account.

1. Open the CSV file and check the accounts entered under the Account column.

2. For the Account lines with attached Revenue Recognition Template, make sure that it is only an Income or Other Income type of Account.

Note: these are the only accounts with the Deferral account field on the Account record itself.

If the Account line with Revenue Recognition Template is already an Income or Other Income Type of Account and the error is still being reproduced:

1. Navigate to Reports > Financial > Chart of Accounts.

2. Click Edit besides the Income or Other Income account.

3. Select a Deferral Account on the Deferral Account field.

4. Click Save.

5. Re-do the import.

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