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Import/ Export

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Export list view

Creates a new instance of Excel every time you export data. This means you cannot move a tab from one sheet to another and must copy the data to the first instance of excel and then shut down the second instance created by the export.
Guest about 9 years ago in Excel 0 Idea Accepted - Gauging Support

Nominal Ledger Header and Transaction Templates - re-order nominal code/cc/dept fields

It would be more logical to have the codes in this order - Nominal Code, CC, Dept, Customers find the current order confusing
Saeed Malik about 9 years ago in Nominal 0 Idea Accepted - Gauging Support

CSV Utility

I've recently had lots of issues with trying to export, edit and then import a CSV file for Price Books. Having a CSV file that can easily have mass edits actioned and then loading this into the Price Book is a fantastic option, but Microsoft Exce...
Guest about 1 year ago in CSV 0 Idea Accepted - Gauging Support