Thursday, February 7, 2019

Import Journal Entry > CSV Response : Rounding Error xx.xx

Scenario:

•        ImportJournal Entry either via Transactions > Financial > Make JournalEntries > Import or Setup> Import/Export > Import CSV Records

•        Results:

•        CSVJob Status: 0 of 1 records importedsuccessfully

•        Open CSV Response: RoundingError xx.xx in cell 1A of the CSV file

 

Solution:
To createa Customer or Vendor Saved Searchshowing entities that do not have any transactions associated to the entityrecord:

•        Navigate to Lists > Search > Saved Searches > New >Customer

•        Under the Criteria tab > Standard sub tab:

•        Click on the dropdown button

•        Look for Transactions Fields...

•        Set Transaction Filter = Internal ID (Number)

•        Set Internal ID (Number) = Empty

•        Hit Set

•        Rename the search

•        Hit Save & Run or hit Preview

 

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